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Recent Articles

Customer Loyalty PT Services

4 Ways to Build Customer Loyalty with Your Sales Process

If you approach sales as the beginning of your client-experience opportunity, that should reframe and challenge how you and your team are approaching sales today. Customer experience and client success…

B2B Numbers to Track

3 Numbers You Aren’t Tracking (and Should)

When I first began my career as an advisor, a mentor gave me two lessons that I still use today: If you can’t measure it, don’t do it. The bottom…

Appointment Setting - The Top 7 Considerations

Appointment Setting – The Top 7 Considerations

In this PT exclusive webinar, John talks about the best way to approach an appointment setting program, from your process for determining if it’s a fit for your business all…

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