Client account development actions

What is an account development action?

Client development is an essential aspect of any professional services business. It involves nurturing and building relationships with clients to keep them engaged and satisfied with your services. In today's competitive business environment, client development is critical to achieving long-term success and growth.

Using advaise.app to create and follow through on client development actions will take your business to the next level. Your team will always know what is the next best action to take to develop a client and keep them moving through your pipeline from prospect to satisfied customer.

advaise.app comes pre-populated with standard client actions that serve as a guide for your team. It's important to cultivate the mindset and discipline of continuously creating and completing client development actions. Client development is an ongoing process that requires consistent effort and attention.

Each action can be assigned to a category, such as delivery, opportunity", relationship, etc. This allows you to filter actions based on their category, making it easier to analyse the data and identify trends. Assigning an owner will add the question to their dashboard, making it easy for them to see which actions they need to undertake and track their progress.

It's a good idea to set a due date and enter any comments that will help the team to understand what they need to do.

The status defaults to in progress. When the action has been completed, update the status to completed or on hold, both of which will remove the action from dashboards. Use the comments box to capture the outcome of the action.