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The cheat sheet - the information your staff need, at a glance

Your staff are key drivers of referrals into the business; they talk to clients throughout the week, so you need to be confident in what they’re saying.

Consider creating a cheat-sheet to sit on people’s desks that states concisely:

  • What specific value and benefits you deliver to each client segment.
  • The range of services that you offer to clients (this also helps them to upsell and cross-sell).
  • An agreed definition of what an ideal new business client ‘looks like'.