We hope you find these three videos valuable and insightful. Let us know what you think in the comments.
Don’t make this mistake in your CRM once the conversation ends: How much nuance is in your client segmentation? What about non-client segmentation? Can you readily distinguish your disengaged policyholders, past prospects with potential, past prospects or clients who present more risk than good? If not, in this video we cover why it might be worth the effort.
Blaming the process, not the person: When managing a process, it’s easy to tie issues linked to an individual back to the human involved. However, this means you can miss out on some of the biggest opportunities for process improvement, which we focus on in this video.
Is a lack of ownership stalling improvement: A key tenet of Kaizen management is that all team members should feel empowered to make change, but often this falls short in small businesses as the ultimate authority rests with the owner too often. ‘Ownership’ of a technology, process, template, file, or anything in between can help build clear lines, which we cover in this video.