How to Prioritize Customers & Client Prospects


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question 1 of 3

Which is most important to look for when looking for new clients?

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1. If you are prioritizing customers by job title, which job title would you handle first?

2. When prioritizing current clients, _____ should be given priority.

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About This Quiz & Worksheet

This quiz and worksheet focus on considerations that should be made when searching for clients as well as prioritizing clients and loyal customers.

Quiz & Worksheet Goals

Your grasp of the following will be tested:

  • Benefits for loyal customers
  • How customers should be handled if based on job title
  • Most significant factor in seeking new customers

Skills Practiced

  • Defining key concepts - ensure that you can accurately define the phrase word of mouth
  • Knowledge application - use your knowledge to answer a question regarding prioritization of new customers
  • Reading comprehension - ensure that you draw the most important information from the lesson on how to rank the importance of new customers and clients

Additional Learning

Learn more about organizing your efforts to bring in new business by completing the lesson titled How to Prioritize Customers & Client Prospects. The following objectives will be covered:

  • Define client prospects
  • Know the importance of the maintenance of current clients
  • Understand why prioritizing customers is important