Colleen’s Blog

Quarterly business reviews are essential for understanding potential growth with existing customers, retention issues and future opportunities. They are just as crucial for troubleshooting where sales performance isn’t meeting expectations, as well as for measuring the return on investment your client is receiving for the work you do together. Get serious about doing this analysis.

A few weeks ago, I was at a client sales management meeting and we were discussing Account Management because many were concerned that they were starting to lose some of their accounts.  There was a lot of resistance from the sales managers that said their teams won’t do account plans because they don’t want to go to the rigor of documenting what they’re going to do as clients are often unpredictable.