Awareness
How are we made aware of client oppertunities, and how do we make potential clients aware? The following steps are inbound & outbound. Scroll to expand the cycle.
Referral from another Market or LOB/Service team
CRM – Procurement & Sales/Marketing
Employees and Supplier connections
Retender for existing
Account Plans 18 month rolling
Formal RFI , RFP or Brief New or existing client
Known contracts anniversaries
Networking & Industry events
Outcome
Awareness
Response
How do we respond to a client opperunity?
