Regardless of whether you are keeping track of your customers with hundreds of sticky notes, mounds of paper files, an Excel spreadsheet or a hand-written booklet that containing names and phone numbers you have the components are there to move from a paperless system to an electronic database.

So what will it take to add some life to your existing clients? How do you create a living-and-breathing-lead-generation-machine? How do you remove the peaks and valleys in your business that causes fluctuations in your production? How do you reduce the daily interruptions that pull you and your staff off task?

Attendees will learn how to:

1. Turn sticky notes into a dynamic database
2. Create detailed notes without a huge time investment
3. Improve communication with pipeline management
4. Schedule for Success
5. Mitigate interruptions with transaction management
6. Build a business by design – know your numbers

During this session you will learn the basics on how to get your database off the ground. The best news is it does not need to be painful OR expensive! Learn the fundamental skill required to effectively have a business that THRIVES instead of just survives.

This topic is essential to attendees, because it helps them to build an annuity business that is not hindered or endangered by market conditions.

This session illustrates the importance of establishing and nurturing relationships. The focus is on building an annuity business by converting your one time customer into an external sales force. To accomplish this originators need to move from a product-centric environment to a customer-centric culture.

So how do you prevent your services from becoming a commodity? How do you build long-term 1:1 relationships? How do you refocus your marketing efforts?

The key is to building solutions that are built around your customer rather than trying to fit your customer to the products you have to offer. Profiling your customer is just the beginning. Once the information has been collected it needs to be stored in a central location. Implementing a database is a critical component.

Attendees will learn how to:

1. How to gain a deeper understanding of who their customer is by asking questions that develops a profile of the consumer.
2. Choreographing future interactions to be meaningful to the customer and produce results for the company.
3. Improving marketing performance by catering materials to meet the customer’s needs wants nd desires.

The main benefit to the entrepenuer is they are now able to build a business by design, rather than by accident. This allows YOUR company to thrive instead of just surviving by removing the peaks and valleys that are often associated with a business that is built on singular transacations rather than an abundance of relationships.

This topic is essential to attendees, because it helps to insulate the customer from the competition. The fact is if a purchase is based soley on a singular transaction your customer is always for sale. Consumers who feel connected are loyal AND that equates into 3rd party endorsements. Developing relationships is not just a concept, it is a business fundamental.