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Executive Assistants: Starting With a New Client? Our Tips for Success

Worxbee

The purpose is to set expectations and learn more about their key priorities and goals. From what you learned on your launch call, you’ll want to solidify the key goals of your engagement with the client, including short, medium and long-term goals. As for attire, keep it business casual and take their lead on dress code. (We

Agenda 78
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USAA Customer-First Approach to Business » Make or Break Moments

Make or Break Moments

What lessons can we learn? I was especially intrigued by what the article refers to it as their Secret Sauce. If we step back from our business for a moment and turn our ENTIRE ATTENTION to the customer – their life style – their needs – would we find there were changes that need to be made in how we approach our business?