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Meet Our Clients: A Success Snapshot
The Situation  

To support the sales and service teams in retaining and developing preferred customers, Kim wanted her employees to develop a paradigm shift about who they select to work with.

    The Challenges  

  • Identifying criteria for ideal clients
  • Letting go of the paradigms that all business is good business and that you can’t be too choosy
  • Creating a sense of individual empowerment and control  

    The Solutions  

  • Exploring current limiting beliefs about sales, service, and customers
  • Identifying criteria for ideal clients – individual and collectively
  • Developing action plans to implement the preferred profile with current and new business

The Result  

These workshops improved morale and class participants demonstrated more proactivity in defining and pursuing ideal clients.  

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