Prioritizing the highest-leveraged activities, leading to significant increases in productivity.
Using the ‘Best in Class’ methods and processes to positively impact client-facing activity time, client satisfaction, wallet retention and relationships with AE’s
Providing insights on how Client Connect can be used to generate Activities
Gaining insight into specific techniques to help with pre and post call planning.
Understands that not everything is attainable
Take 100% responsibility for all results
Doesn’t take “NO” personally
Ascertain their initiatives and ensure that the GBW is up to date
Determine if the client is going to renew and if there is going to be any upside (NCVI)
Discuss the clients long term career goals
Achieve a detailed understanding of their top initiatives, timeline associated, individuals involved, resources needed, and what success looks like
You increase your renewal rate and you both make more money
It allows you to collaboratively drive client value and mutually achieve business goals
Facilitate the sharing of relevant information which enables you to better understand the client
Misery loves company.
Set specific blocks of time to read and reply to emails
Turn your email notification off
Turn on your “Out of Office” notification in which you instruct clients how to place an inquiry
Only reply to clients and your spouse.
Create a Goal Oriented Defined Daily Process
Set Daily Client Engagement Goals
Establish a thorough GBW Planning Process
Run Focused & Effective Client Meetings
The Jolly Roger’s second cousin
The inventor of the rail found on a stair case
The first man to break the 4 minute mile
The new head of AOC North America