action steps

Articles tagged with action steps


Adopt Measurable Observable Service Standards

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ADOPT MEASURABLE OBSERVABLE SERVICE STANDARDS by Troy Campbell Measurable Standards Developed By The Team To compete in the service sector, realize that price-cutting will co...

Communication Builds Trust

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COMMUNICATION BUILDS TRUST by Bill Cates Why we all need honest communication in our business and personal lives. In his book Just Be Honest, Steven Gaffney believes that withhold...

Creating Initiatives And Objectives

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CREATING INITIATIVES AND OBJECTIVES Your planning meeting should focus on the areas that need atte...

Cross-Selling: Your Untapped Gold Mine!

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RandySchwantz
To cross-sell effectively, you’ll need to define the “competitive advantage” that shows the client why buying from you will benefit them. Take these four steps to cross-sell your clients by showing them that you can meet their needs more effectively than their incumbent agent.

Emergency Response Planning For Schools

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Emergency Response Planning for Schools by Doug Henderson The need to communicate emergency instructions during a crisis situation is essential to the effective execution of the emerg...

Find Out Why Your Customers Leave

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FIND OUT WHY YOUR CUSTOMERS LEAVE by Jack Fries It costs about five times more to obtain a new customer than to retain an existing one. Though companies spend thousands of dollars to cr...

Five Keys To Achieving Your Goals

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FIVE KEYS TO ACHIEVING YOUR GOALS by Pamela Millard Plenty of things can distract you from your goals. Its all about making sure your goals meet a few critical criteria: Engagement...

Job Descriptions

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JOB DESCRIPTIONS JOB DESCRIPTIONS A. MANAGEMENT B. ACCOUNT EXECUTIVES C. SALES CENTER D. CUSTOMER SERVICE E. ADMINISTRATIVE F. LIFE G. USER-C...

Life Guide For P/C Agencies Introduction

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LIFE GUIDE FOR P/C AGENCIES INTRODUCTION OVERVIEW This Guide has been created to help you, the P/C agent, establish a systematic, profitable marketing program fo...

Listening To Customers

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LISTENING TO CUSTOMERS by Troy Campbell To find out how the agency is perceived by customers requires continuous monitoring. Detailed perceptions can be obtained from a complaint log, a compli...

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