Client Segmentation

November 29, 2006 by  

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A day does not go by without asking prospective clients if they have completed their client segmentation into A, B & C clients.

What would be the criteria that I would use to segment my clients?

  • Your coach enjoys working with you
  • You make every effort to keep your pre-scheduled coaching telephone call and you are on time for your coaching call
  • You make payment for your coaching on time
  • You complete your assignments and e-mail or fax them in advance of your coaching session
  • You complete your Coaching Call Client Form and e-mail or fax it in advance of your coaching session
  • You arrive at your coaching session with an open frame of mind
  • You don’t try to use your coaching session as a bitch session

 
About the Author: Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 15 years.

Filed under: Customer Service
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