Friday, May 16, 2008

"The Client Relationship Autopsy"

You've probably lost at least one client. But rather than chalk it up as inevitable, try to learn why your client left you.

"The Client Relationship Autopsy" proposes a process consisting of:
  1. Talking to your team
  2. Talking to your client
  3. Preparing a report
"The process will help you choose wisely when it comes to adding new clients, and it will help you glean insights for improving existing client relationships," says Leo Bottary, the ad agency account director who wrote the article. He goes into detail with suggestions for each step.

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Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success

Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.

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