Client Development, Customer Value, Onboarding and Stakeholders

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Client Development

Customer Value

Onboarding

Stakeholders

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. Who is your customer? What does your customer value? One delegate’s firm had recently merged and integration was a priority.

Business Planning

Business Planning Emotional Intelligence Marketing Management

Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

SmartKarrot

OCTOBER 5, 2023

Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment. Below, we explore several components to consider when designing an effective playbook for large-scale clients.

Account Management

Account Management Management Value Proposition Stakeholders

Strategic Accounts Today

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

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