Thursday 27 December 2012

Business Plan Template : A Guide to Pro-Active Client Engagement

So the end of the year is nigh and if you are really serious about making 2013 a success, then it is highly likely that you have already thought about your key client engagement plans for next year and quite possibly planned out the first three months of 2013.

No?

What are you waiting for??!!!

Imagine ending 2012 knowing exactly what the next twelve months looked like from a client engagement point of view in regard to a series of set plays.

Activity and responsiveness are of course key, but having a structured plan to support your day to day, business as usual activity can provide a clarity and preparation that your competitors just have not got around to doing.

The attached template is not an answer to your client engagement dreams but what it is, is a simple yet powerful tool to illustrate just how well planned your year is, or conversely highlights that your client engagement planning is not up to scratch.

So in 2013 give yourself, your team and your clients the gift of leadership, pro-activity and positive client experiences that will should you be disciplined enough to follow through deliver success in 2013.

You can access the template from the attached link.





6 comments:

  1. I found this image while searching for an effective template to schedule customer engagement and was interested in trying it out. Is it possible to get an editable version to use?

    ReplyDelete
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  3. Hi, I am using waffor’s Customer Engagement Suite. Its really a good way to build more customer satisfaction.

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