Webinar Series IV

08/27/2009 - 12:00pm
08/27/2009 - 1:00pm
Etc/GMT-5

Session IV — Aug. 27

Doing Your Homework and Retaining Current Customers

    * Researching a prospect or customer for your Account Executive; where to go, and what to provide.

    * Creating opportunities to create “Relationship Equity.”

    * Winning referrals from current customers — for additional, new business.

    * What a Proposal should contain, and the CSR’s role in developing it.

    * Using Non-Disclosure Agreements (a.k.a. “NDA’s”) to develop trust.

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