Helping your clients prepare for a bright future - Customer Retention 4 of 4 - Dush Patel
The last in a four-part customer retention series Dush talks us through how we can help your clients prepare for a brighter future by: Understanding your customer and their needs Looking at the life evolution process. Sales opportunity at each stage How can we get this important information? Developing a customer journey and contact process
Advisers Assemble - Lead Generation For Financial Services · Alex Curtis
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Show Notes
The last in a four-part customer retention series Dush talks us through how we can help your clients prepare for a brighter future by:
- Understanding your customer and their needs
- Looking at the life evolution process.
- Sales opportunity at each stage
- How can we get this important information?
- Developing a customer journey and contact process
Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.