Whether this is a separate conversation or a continuation of their ideas, present yours.

You have observed their operation, you have quality data on the relationship, researched their business and market, and their recommendations - now is the time to roll out yours. Share your out-of-the-box ideas and discuss your clean sheet of paper.

​At the end of the conversation summarize what has been discussed and ask where would they like to start? Expect another meeting to formalize and begin the design process.

Topics: CRM/Data Based Reports on the Relationship Co-Design Collaboration