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Our Collaboration

Our work centers on Continuous Improvement & Change Management. 
We will collaborate to innovative new approaches with stakeholder buy-in. 
Here's how:


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.
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