Throughout the years of running sales organizations, coaching business development and client service teams, I have found it surprising how many professional / business advisors do not conduct the right type of discovery when either conducting their due diligence on a new client opportunity or when performing a client review.
With this in mind, I have prepared a checklist of questions to reference. Click here to learn more, Client Intelligence Assessment.
Remember – the greater your insights, the better you are positioned to acquire, upsell and retain.
