Business Services Clients Contact Repeat business 
Adaptive Business Services
JANUARY 24, 2024
A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. This was our contact record. Of course, things can get complicated when you are juggling 100’s of clients, prospects, and active deals. Revenues are the lifeblood of your business.
Adaptive Business Services
NOVEMBER 10, 2021
For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s).
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Adaptive Business Services
JUNE 2, 2021
These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress.
Adaptive Business Services
JULY 24, 2019
Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. Practice clear communication – With other team members as well as with clients. Referrals and repeat business, from all sources, will increase dramatically. Listen – Take notes.
Adaptive Business Services
FEBRUARY 17, 2021
Lasting relationships = repeat business and referrals. You will first want to identify those who are most likely to do business with you or to refer you to those who will. Define your Ideal Client Profile. Define your Ideal Client Profile. Acquiring new clients is expensive. Match touch frequencies to tags.
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