How to set client strategy in 10mins

Описание: It’s now more important than ever to have an effective strategy when it comes to existing clients. Most firms have a sales strategy or a growth strategy which involves existing clients and targets, but rarely do these take into account other critical aspects of existing clients such as retention, increasing profitability and efficiency. Most firms also do not have a consistent framework to communicate how clients should be prioritised.

In this video, we share a simple but brilliant way of setting client strategy for both growth and retention. It was insprired by the ATO’s risk differentiation framework which was used to set the strategy on how the ATO approaches different types of taxpayers. The best thing about this client framework is that it’s so simple, you will never forget it. Watch the video to find out how it works.

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