You're juggling acquiring new clients and serving existing ones. How do you maintain a balance effectively?

At the beginning of each quarter, I set clear goals and priorities for both client acquisition and retention. This involves segmenting the target market, identifying high-potential prospects, and allocating resources accordingly. I use project management tools to organize tasks and set deadlines. This ensures that I can keep track of both acquisition efforts and ongoing client needs.

En tant que coach professionnel expérimenté, je préconise une approche équilibrée en priorisant la segmentation des tâches. Définissez des plages horaires dédiées à l’acquisition de nouveaux clients et au service client, afin de maintenir une concentration maximale dans chaque domaine. Utilisez des outils de gestion de la relation client pour automatiser les processus et assurer une communication fluide. Enfin, pratiquez la gestion proactive du temps et de l’énergie pour maintenir un équilibre optimal entre croissance et satisfaction client.

Some of the factor are 1.Divide the task into urgent and important, and non urgent categories. 2.Set the goals -Di fine the goals for client acquisition and retention. 3.Allocate time wisely 4.Delegate responsibility 5.Communicate Effectively

Systemize a pipeline: 1. Have a KPI for lead generation accounts and what potential products/services you can provide them. 2. Existing clients should be continued to be managed, farming new business, identifying pain points and new needs, upcoming projects etc. It is recommended that an Account Manager is tasked to focus solely on ensuring the deliverables with successfully onboarded clients. 3. Focus on identifying current/new clients' needs and keep their deliverables flowing onto the Account Managers which require technical focus in delivering quality of product/service. 4. Merging both client acquisition and client management will bottleneck your operations in the long-run, having a lack of focus in achieving each objective.

Besides prioritizing tasks you would also need to asses and evaluate your resources allocation and capabilities and the skillsets of those assigned tasks so as not to compromise, underserve or loose current clients while seeking new ones. Time allocation should be rational and relative to assigned tasks or roles in consideration of other allocated or available resources requirements

Forming client relationships is not a technical skill. It requires pure empathy to deeply understand the clients' needs and why it's important to help them. There are quantifiable factors such as the order size, time-sensitivity, and even objective specifications of an order. What will set you apart from other partners is how you connect, empathize, and understand the clients' needs on a deeper level. This not only enhances your ability to give them a better product/service, but it also helps you strengthen your partnership by increasing reliability, trust, and added value as their partners.

Indeed very much true, SMART goals must be set taking into consideration corporate objectives at all levels and identification of new clients and or markets should strengthen, expand, penetrate or access new territories, regions or clients with either existing products/ services or New products and services and the marketing and distribution channels selection must be properly planned with relevant and adequate facilities and stock range or levels to competitively service the new clients cost effectively with a view to value addition and profitability depending on how concisely and accurately the goals and objectives are defined, described, communicated and planned to fullfil the set objectives, standards and goals now, medium or long term

1. Brainstorming Sessions are very important as people are able to share new ideas on the table. These ideas can be innovated by another associate present at the meeting and so on, until a clear objective is formed. 2. Bank on your team's strengths and cover each other's weaknesses. Like playing chess, you keep each piece protected by another. In the meantime, it helps to establish pairs with contrasting duos. For example, one who is very technical and shy can be partnered with someone who is sociable and charismatic. This allows them to learn from each other over time and it brings them out of their comfort zones. 3. Empowering the entire team: set a goal for the entire team bigger than what is on paper. Fulfillment is never wrong.

Yes I agree with you that tasks, roles and assignments should be delegated diligently to those who posses the right qualifications skills and experience as well as motivation and passion to undertake the assignment and perform to their excellence and be accountable to the delegating authorities and be able to realize results as per expectations or standards based on all environmental factors that are predictable and or are manageable taking into consideration available resources and other requirements or logistics network/Chain and capital outlays. The delegatee should execute his tasks, roles with the best professional input to achieve the best outcome or returns at minimum cost or waste or lose but achieve value for money spent

Having a centralized tool that keeps track of everyone's progress is very beneficial to the management. This allows them to minimize internal meetings and individual reports by seeing real-time progress. Weekly meetings can turn to fortnightly (once every two weeks), giving your team more time to engage in external matters. Less internal meetings and more external meetings are more effective if your objective is to build successful client relationships.

Agree totally technology enable us deliver to the best standards and achieve higher outcome that was not possible if there were technological innovations. It's possible to access and create new clients and track work flow with the best possible accuracy and efficiency based on the quality of data input and analysis and reliability of systems and networking and accessibility. As it's often said quality of data input is so crucial for work flow tracking and decision making process with room for errors which occurs due to human intervention or machine inefficiency but are manageable and can be corrected and upgraded and higher performance standards achieved with good outcome/ results for all actors or stakeholders or participants

Work doesn't have to always be strictly professional. Maintain a respectable aura but engage with your clients as people you genuinely care about. Develop real empathy towards them and have the innate desire to help them to the best of your ability. It will never fail you. Avoid seeing them only for the sake of gaining some form of benefit from each meeting. Your duty is to help them with your products and services.

As we endevour to access and acquire new clients we must take into consideration first the brand image we have attained so far and how to preserve and protect it as it serves,together with the service offered, as a reference point and marketing tool to new clients and a point of advantage against competition. The relationship built so far should be sustainable relationships and guide us in acquiring and accessing new clients and markets profitably with honesty, integrity, professionalism, openness and due diligence and sustainability, collaboration, cooperation and teamwork and excellence and sharing of common values in an integrated systems and structures

Here are a few ideas: Prioritize and segment clients: Assess your client base and prioritize those with higher value and potential for growth, allowing for effective allocation of time and resources. Set realistic goals: Establish achievable goals for client acquisition and service, regularly reviewing and adjusting them based on market conditions and capacity. Delegate and automate tasks: Offload routine tasks to team members or utilize technology solutions to free up time for acquiring new clients and serving existing ones. Summary: Maintain balance by prioritizing clients, setting realistic goals, and delegating or automating tasks to effectively juggle acquiring new clients and serving existing ones.