Extracting The Gold - Customer Retention - 3 of 4 - Dush Patel
What's the importance of developing a dialogue? Importance of understanding the customer's purchase process - this has changed over the past 10 years. Earning the right to develop a regular dialogue with your customer? When and how to start the conversation with your customers Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps
Advisers Assemble - Lead Generation For Financial Services · Alex Curtis
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Show Notes
What's the importance of developing a dialogue?
Importance of understanding the customer's purchase process - this has changed over the past 10 years.
Earning the right to develop a regular dialogue with your customer?
When and how to start the conversation with your customers
Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps
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