Winning Clients in a Wired World - Front Cover








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“This is a cookbook of recipes for adding value to customer relationships. As a wholesaler, if you want to transcend the "product provider" role to become a partner who offers producers fresh ideas on growing and managing their business, learn and apply the strategies in these pages.”
—Larry Carr, Senior Vice President
Travelers Life and Annuity

Suggested Journal Uses

Chapter 1, Keep What's Critical at Your Fingertips (read an excerpt), suggests six must-have sections to include in your knowledge journal. Here's a list of additional sections worth considering:

  • Articles you've written
  • Best practices you've developed
  • Book summaries
  • Business plan content
  • Career management strategies
  • CE study guides
  • Checklists
  • Competitor intelligence
  • Computer instructions
  • Conference/meeting notes
  • Daily diary entries
  • Drafts of articles you're writing
  • Driving directions
  • Factoids
  • Famous quotes
  • Folder contents
  • Frequently used text
  • Goals and objectives
  • Job descriptions
  • Ideal client profile
  • Job search information
  • Letter templates
  • Lists of useful web sites
  • Links to other files on your hard drive
  • Marketing calendar/schedule
  • Meeting agendas
  • Mission and values
  • Newsletter ideas
  • Office procedures
  • Performance review material
  • Personal anecdotes
  • Proposal content
  • Q & A scripts
  • Sales ideas
  • Scratch pad
  • Software/hardware inventory
  • Statistics
  • Status reports
  • Swipe file
  • Target market information
  • To do list
  • Work flow sequences