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Collaboration Simplified

 

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CAS

Client Acquisition Simplified (CAS) is a model for acquiring clients on a consistent basis.

 

CAS1Making the ideal client connection to invite to an initial conversation.

 

CAS2The initial conversation uncovers opportunities for a relationship and prepares for a client conversion session.

 

CAS3The client conversion provides the opportunity to convert the relationship to a mutual business agreement.

 

CAS4The client has the opportunity to provide a referral of an ideal client due to the existing relationship.

Assessment

  • BDP

     

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