Client Capture Plan: Individual Form
After you have identified your Ideal Client Criteria and determined your top 10 potential client companies, it is time to get to know the people within those companies… the ones you want to build relationships with…learn more about them! For example, their age, education, occupation, hobbies, interests, and role within their company. The more you know, the easier it will be to act as a problem-solver for them and not just another salesperson. Relationships are built on the quality of the interactions. JAM has two products that can help – one, a “Get to Know You” cheat sheet and two, a “Client Capture Plan: Individual” page that you can utilize to keep all your information about a person up-to-date and at your fingertips. Both are fillable PDFs for ease and convenience! We don’t just advocate using them, we use them ourselves for our own clients, so we know they are helpful in moving your BD activities forward!