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So You Think You Know Your Customers?



How well do you know your customers? Many business leaders think they know their customers, but when questioned they realize they don’t know as much as they should…AND that they’re missing opportunities because of it.

Join John Marshall for the third session in our Build Your Better Business Master Class Series exploring how you can better understand your customers’ business needs, deepen your customer relationships, AND translate these into significant revenue and growth opportunities for your business.

In this presentation, we’ll explore how to analyze your customer relationships and create a detailed plan to deepen and expand these relationships, increase referrals, and identify opportunities. Building on this foundation, Marshall will introduce the ‘opportunity matrix’ – a powerful tool enabling you to realize the benefits and opportunities within your client relationships – and outline how you can develop and apply your customized opportunity matrix to your business and relationships. Finally, we’ll reveal the number one reason clients leave, and explore strategies and ideas to help you ensure your customers stay.

Learning Objectives 
Attendees can expect the discussion and education of the following learning objectives:

  • Learn the secret weapon of the highly successful – the opportunity matrix
  • Develop your own customized ‘opportunity matrix’ to analyze new opportunities
  • Learn the number one reason why clients will leave your business
  • Understand and pin point where your client relationships are presently
  • Create a detailed plan for every client to deepen and expand each relationship
  • Learn creative ideas to ensure your customers don’t leave

* Presentations are scheduled for approximately one hour with a 15-20 minute question and answer session to follow. Presentation may exceed scheduled time. 
* Each state and certification agency has different requirements; it is your responsibility to know what they are. Note that 1 PDH = 0.1 CEU.

On-Demand Webcast
Session: 1 H 30 M
Lectures: 1
Credits: 1 PDH / 0.1 CEU



Special Group Pricing Available


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