Remove Document Remove Gifts Remove Medical Remove Purchasing
article thumbnail

5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

Or the physician who returns a prospective patient’s call on a Saturday, spends 20 minutes on the phone discussing symptoms, and then shares a private cellphone number with instructions to call back if further medical advice is needed. Transactional milestones are any events that move the customer through the purchasing experience.

Email 262
article thumbnail

Do I Need to Buy Life Insurance?

Success

People purchase life insurance to help their families replace lost income and cover final expenses after death. In addition to the length and amount of the policy affecting the cost, finalizing a life insurance quote may require a medical exam before the policy can be underwritten and implemented.

Policies 215
article thumbnail

Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

If you have to purchase stuff for your boss - ask to xerox the credit card, both front and back now. Does your boss have allergies, special diet needs, medications (like epinephrine for bee stings?) Should you be brainstorming business gifts for the holidays? If not, they will expect maps printed out, etc.