Tel: 415 755
3296
Client: Hearing, perceiving and understanding each individual throughout the project
Listening to what are they saying and how are they stating it
Learning what is most important and what is it they really want
Determining how committed they are and has funding been approved
Asking who will make the final decision and about the projected time line for signing a contract
Internal Team: Establishing excellence in communications
Listening to each team member’s viewpoint / capitalizing on team dynamics
Understanding, sharing and focusing on key client win themes
Building solid relationships with all decision-makers
Developing consensus on go-forward solution(s)
Helping set winning team objectives
Brainstorming the best technical ideas and cost-effective solutions
Researching, seeking guidance, and selecting best possible solutions providers
Identifying important competitive differentiators and exploring innovative ideas
Explaining and successfully conveying the critical “win” themes to all parties
Establishing strategies, tactics and action steps to beat competition
Ensuring that proposed actions are commenced and requisite follow-up is done
Communicating continuously with the client, company management and carrier partners
Assessing the right timing to escalate issues – both internally and externally
Ensuring that timely responses are delivered to all parties
Understanding how to accelerate sales timelines and achieve positive results
Getting “Ink” by asking at all appropriate points and closing the business
415-755-3296
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