Preparation & Scope - Our work starts with me doing my homework on your business. Then we define our objectives & agree to a project plan.
Current State - Through interview, observation and review of assets, I gain a deeper understanding of how you are working with your customers.
Assessment & Recommendations - We discuss the issues preventing your team from serving your best customers. We will prioritize our opportunities for improvement.
Collaborative Innovation - I facilitate workshops with your team, as they create their new toolbox and playbook of digital assets.
Implementation & Coaching - To succeed, behaviors need to change. Our approach prioritizes ongoing coaching over one time training.
Sustainable Systems - To ensure continuous improvement, we integrate your new toolbox into your CRM & Professional Development process.
