Wayne O’Neill & Associates coaches service providers on building sustainable accounts with complex clients connecting as a team to aggregate essential client intelligence.
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Client Capture Plan

Leverage this Client Capture Plan to list the executive-level decision-makers within a target company. You can keep track of what strategic connections you have and what you still lack. You can also record your target client’s most pressing business and political issues. Later, your team can brainstorm ways to respond to these issues and differentiate your company from the competition.

Download a blank Client Capture Plan





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