Supplemental Material
Client Touchpoint Exercise
Goal: To determine the current and future responsibilities for key client interactions.
The In-Office Meeting | Who | When | Comments |
Greet when they arrive | |||
Take order for drinks | |||
Take coats | |||
Outside-the-Office Meeting | |||
Scheduling a meeting | |||
Information requests—need information from client | |||
Holding client accountable for their tasks | |||
Updating client on tasks completed for them | |||
Consistent Communication | |||
Market commentaries | |||
Company newsletters | |||
Holiday cards | |||
Social Meetings | |||
Scheduling a social event | |||
Attending the social event | |||
Client Touchpoint Exercise
To determine the current and future responsibilities for key client interactions.
The In-Office Meeting | Who | When | Comments |
... |
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