Start with positive relationships that you have built and improved through data collection. If a relationship has gone through rough periods and now is great because you measured and fixed it - all the better. You have demonstrated this as a strength and something they have experienced.

Keep one thing in mind. Your 'Report' was not requested and might put the owner/executive in a defensive position. Make clear, if you suspect they see this as another sale pitch, what you are offering is not what you sell, it is out of concern for them.

Topics: Start with Improving your relationship Review all of the customer data Create an Report on Improvement Recommendations Arrange a Meeting with the Owner - Neutral Ground Offer to Help