One-on-One Strategy Sessions

  • CRM Selection
  • CRM Implementation Strategy:  set up, plan, consult, review
  • Kickstart Session: focused session on one specific challenge
  • Accountability followup
  • Brainstorming:  top clients, budget, profiling, thoughtful gift ideas

Hands-On Workshops/Presentations

  • Getting the right WOW!
  • The three “C”s of client relationship building
  • ABCs of customer retention
  • Six Degrees of Separation
  • Relationship Revenue

Custom Gift Creation

  • One-at-a time gifts
  • 6-month gift packages