• The questionnaire is a guide to conduct a productive meeting, understand the prospect’s business environment, and help identify strategic initiatives.
  • Sections of this agenda include bulleted items to Relate Purpose of Meeting, Marketing Needs, Next Steps and a Playground area. The playground at the bottom of your agenda to place all items that may take you off track during the meeting. At the end of the meeting, discuss who and how the playground will be tackled.
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  
  • Every company should have a plan on how to stay in front of their clients or customers. Client touch programs outline the basics of building loyalty. Check out our blog titled, "7 steps to developing a client touch program" and download this free template to start planning today.

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