Suggested Screens to Segment Your Clients
Supernova Sample Screens for Segmenting Clients ©
1. Account by production
2. Value of assets
3. Are they likeable? Do they treat my staff well?
4. Are they trustworthy?
5. Do they fall into one of my niches?
6. Do they accept my recommendations?
7. Is there profitability in this account?
8. Is there an opportunity for future growth?
9. Can they be a Center of Influence?