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

Red Star Kim

An important assessment that I use a lot is for Emotional Intelligence (EQ). Furthermore, whereas personality is fairly fixed we can improve our emotional intelligence. There is also a post on emotional intelligence and leadership Research on leadership and emotional intelligence (EQ) (kimtasso.com).

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21 Free Courses for Key Account Managers to Boost Your Skills Now

Account Manager Tips

Emotional intelligence 6. Emotional intelligence Key account managers work with others, in dynamic, high pressure situations. That's why emotional intelligence is an essential skill. Related courses: Empathy & Emotional Intelligence at Work. Emotional Intelligence at Work.

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The definitive guide to effective client onboarding

PandaDoc

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes.

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Telephone skills: Anxiety, voice, etiquette and the client experience

Red Star Kim

It was interesting to hear that some firms combined enquiry handling and onboarding new clients where other firms separated these activities. Some firms have software that monitor the speed of call answering and provide statistics on performance which are measured against promised standards. Delegate poll results. kimtasso.com).

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What is an Outbound Call & How Do You Make Them Effectively?

Hubspot Sales

If you're a sales rep, check out or brush up on trainings related to your company's messaging, common sales tactics that work on the ideal buyer persona, and experiences aimed to help you master soft skills, like persuasion, communication, and emotional intelligence. Use the right software. Make the call.

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Development Opportunities for Supervisors: Top 12 Resources & Tools

CMOE

Driving high emotional intelligence among remote managers. In cases like these, relying on the right software tools is imperative to boosting team efficiency. Onboarding Toolkit. Department of Agriculture (USDA) provides its own supervisor toolbox that focuses on onboarding new team members. Flexible Work.

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10 Business Resolutions for Salespeople in 2022

Hubspot Sales

A frictional handoff can expose some gaps in your sales and onboarding process, leaving customers to pick up the pieces. To do this effectively, start with a sales software that you can use to track each prospect through the entire sales process. You can take a three-pronged approach to this: Track your metrics using your CRM software.