“It starts with a coffee, a phone call, a meeting in person, or a business clinic...”
QD
Quiva Delaney LEO Meath
Digital & AI Decoded ·
Susan Mercer · Chasing The Win · Pre-tender positioning: Building trust, alignment & client relationships with ADCO's Susan Mercer
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Ask the client "what keeps you awake at night?" during a coffee meeting
“It starts with a coffee, a phone call, a meeting in person, or a business clinic...”
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
“My wife's now working two days a week doing admin and bookkeeping... she's doing a bit about a client health check, ringing out clients during the build”
“Every speaker that's coming to the audit committee or the boardroom, try to remember to include their bios. You don't want to waste valuable time during the board meeting going through their backgrounds.”
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