Client Profile
Quota (annual):
YTD Sales:
Account Status
When establishing account status, we recommend that Key be used for those clients that make up 80% of your revenue. This is normally 20% or your customer base.
Account Potential
TIME Management, A key element to success is knowing when to call on this client. Consider your own mind set on Monday mornings, and Friday afternoons, do you want to engage in a serious conversation. There are certain days that all of us are not exactly at our best. What is the best day to call on this buyer?
Stakeholders
Welcome to our Stakeholders section. Here, we focus on maintaining profile information about the key individuals within the company who can significantly impact purchasing decisions. These are the influencers, champions, blockers, and silent decision-makers who shape the outcome—often behind the scenes.
Understanding their roles, personalities, and emotional signals helps you navigate internal dynamics with clarity and confidence
Connectors thrive on relationships, energy, and emotional resonance. They build trust through warmth and enthusiasm, often leading with intuition and storytelling. While they excel at opening doors and sparking interest, they may overlook details or timelines. Coaching tip: Match their energy, affirm their ideas, and gently guide toward structure.
