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Articulate your client value proposition

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As you develop your process, think the value you will offer and how you will communicate that value to your clients. Look for opportunities to stay connected and generate valuable touch points to create engagement with your clients beyond their annual review. Connect them with content, ideas and industry trends to build the relationship.

As you develop your process, think the value you will offer and how you will communicate that value to your clients. Look for opportunities to stay connected and generate valuable touch points to create engagement with your clients beyond their annual review. Connect them with content, ideas and industry trends to build the relationship.

  • Itemize what you will do for clients.
  • Communicate your value proposition to clients.
 

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