Client Development, Customer Value and Value Proposition

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Client Development

Customer Value

Value Proposition

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

Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. Who is your customer? What does your customer value? What results do you seek? What is your plan?

Business Planning

Business Planning Emotional Intelligence Marketing Management

Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

SmartKarrot

OCTOBER 5, 2023

Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment. Value Alignment to Different Personas Understanding and aligning the organizations value propositions to different customer personas is crucial.

Account Management

Account Management Management Value Proposition Stakeholders

Strategic Accounts Today

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

Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

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