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Tel: 415 755 3296

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People – Client and Internal Team

 

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)



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Strategy

 

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



 

Execution


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

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