Client Segmentation - This is the REAL value скачать в хорошем качестве

Client Segmentation - This is the REAL value

Segmenting your client base whether you are a financial advisor, business owner, or any person dealing with a distribution list or client base, is crucial. But HOW to do this and WHY it is crucial, remain questions we all seem to have. There's no real right and wrong in how to do client segmentation, however, having a philosophy on client segmentation should be your starting point. It is like your marketing strategy- without having the strategy in place, all the tools and tech won't help. Once you have your ideal philosophy, you can start to consider various methods such as the tiered ranking, scoring method, or behavioral segmentation. If you wish to gather, slice and dice, and filter your data, it seems excel will remain for a long time to come, the ideal tool. Remember that excel is now integrated with the likes of co-pilot so AI tools such as co-pilot and even chat GPT can be used for instance to help you build client personas. We share all this in this informative webinar. Join our host Tanya Coetzee as she interviews PROpulsion founder Francois du Toit.