• How to segment your clients and assess their potential

  • Oct 27 2022
  • Length: 8 mins
  • Podcast

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How to segment your clients and assess their potential

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  • Summary

  • Managing your priorities is paramount to succeed in your account management or customer success role. It is THE most significant challenge.

    But “Strategy without execution is useless, execution without strategy is aimless."

    In today's podcast, we will go through 10 simple steps on how to segment your portfolio and define your clients potential:

    1. Rank your accounts based on revenue

    2. Segment your portfolios into 4 groups maximum

    3. Define your S.L.A.

    4. ...and more!
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