Featured Guest

Allen Wright
Host
Bill Shue |
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| Featured Guest: |
Allen Wright |
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| Host: |
Bill Shue |
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| Length in Minutes: |
28 |
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Having trouble managing your client contact? We all know it's a crucial skill that ensures our future business; but even some top iSucceed mentors can relate a story where they failed to follow up with a client and lost a future transaction as a result. The best way to prevent this mistake is to be proactive with your follow-up plan, and that means taking some time to think about who you want to contact, how often, and in what fashion.
Allen Wright of CreateAPlan lends his organizational expertise once again in this informative call focusing on the daily, weekly, and monthly tasks that enable you to stay in regular communication with your clients. Tune in and learn:
- The latest, most effective technology to facilitate your communications
- How to categorize your clients into different groups
- Specific steps in how to setup your followup plan
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