When you come to us with a creative project or a coaching need in mind, we always start by asking you: “What do you want to make happen?” Sometimes the answer is: Build a more favorable sales and service climate for our CSRs and producers. Or: Get us qualified new business inquiries to follow up. Or: Revamp our Web site so we get more new visitors and more repeat visitors. Okay, we say. Every project begins with a results objective, one that is measurable. Then we go to work to find the right strategy to meet your need and resources (people, time and money). Here are a few mini-cases. We welcome your questions about these projects.
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Client Keefe Insurance Agency Franklin, MA Objective Generate quality leads prospects; provide convenience services for customer retention. |
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Client The Mazzeo Agency, Inc. Woodbridge, NJ Objective Retention and up-selling of current customers. |
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