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Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more.
Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more.