Walk us through a typical day in your life…

How do you keep track of orders and issues for your customers?

Where do you feel pain or joy today?

What tools do you use to manage your customer interactions?

Morning Catch Up

Time to check your email, texts, CRM messages, reminders, etc…

Any follow up needed with my customers?
Anything needed from internal partners to keep things moving?
Any outstanding issues to track down?

Do your digital and analog tools do enough to keep your customer communication organized and productive?

My customers and I love how we communicate.I tolerate my communication tools and process.I dislike my communication tools and process.I waste time organizing myself to communicate.

If you use a CRM tool today, what do you like about it? What do you wish it did? Does it do enough to help you organize your valuable customer communications?

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Schedule Your Day

Confirm your appointments and decide which customers to engage today…

Which customers are overdue for an order?
Any issues to meet about?
Any customer quotes to follow up on?

Are you easily able to engage your customers at the right time to deliver excellent service and drive sales?

I'm on top of my customers' needs and feel connected.I tolerate my communication tools and process.I dislike my communication tools and process.I often miss chances to help customers that need me.

Have you tried any tools to help you improve your time management and calendar scheduling? If yes, what tools have you found helpful?

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End-of-Day Wrap

Time to reflect on the day, send follow ups and plan for tomorrow…

What open items are left for today?
How am I doing vs. plan?
What does my week look like?

Can you easily track all your open items for customers and follow up efficiently? Are you as productive as you should be?

I am very efficient and follow up proactively.I tolerate my current tools and process.I dislike my current tools and process.I spend a lot of time tracking issues and following up.

What does your “end of day” routine look like? Do you send follow-ups after meetings? What do you review or analyze to determine how you did for the day?

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Investing in Improvement

Find time and money to make the process better...

What learning opportunities may be worthwhile?
Any changes to process or tools that improve efficiency in how I deal with customers?
Any other places to find inspiration or ideas?

Have you tried digital productivity or communication tools or ideas to work more effectively with customers?

I'm always trying to work better with customers.I'd like to, but just don't get around to it.My processes are fine... customers don't like change.Most tools out there aren't worth the hassle.

How much time do you spend each month on training and personal improvement to better serve your customers?

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Thank you!

Communication is evolving...

So should your tools.

With all this disconnected technology, it's hard to delight your customers.

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Walk us through a typical day in your life…

Time to check your email, texts, CRM messages, reminders, etc…

Confirm your appointments and decide which customers to engage today…

With call plan set, need to review recent purchases and potential needs…

Everything comes together for your meeting...

Time to reflect on the day, send follow ups and plan for tomorrow…

Find time and money to make the process better...

Thank you!