Organized Client Base
Suggested Strategy: Use a Define & Coach strategy to ensure that the
individual is aware of the expectations set for them related to having an
organized client base.
Suggested Questions:
→ Define & Coach: How do you think you would specifically define what it
looks like to have an organized client base?
→ Self-Actualized Question: What actions do you think you must take
individually to help you implement that definition in the organization of
your own client base?
Suggested Activities:
→ Teach Me: Ask the individual to walk you through how they typically
keep their client base organized so that they know exactly what is going
on with each client. Then, work with them to create the steps for them to
take going forward so that they can further improve their organization of
their client base.
→ Teach Me: Have the individual explain three specific actions they will
take in the coming week to organize their client base.
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