Mastering Relationship Management: A Recap of Our Virtual Meeting
Saturday’s virtual meeting sparked a lively and productive discussion around the art of selling and the transformative power of adopting a Chief Relationship Manager (CRM) mindset. Drawing from diverse experiences, we dove into key insights that reshape how we approach our professional roles and interactions.
Here's a glimpse into some of the highlights of the conversation:
Who’s In Your Database?: We talked about how your cell phone is your primary database, and posed the question:
“Do the people in your primary database know how you can serve them?”
We came to the realization that only a small percentage of the people in our collective databases know what we do and how we can serve them, and discussed ways to change this.
From Salesperson to Chief Relationship Manager: We emphasized the shift from viewing ourselves as constantly "on the prowl" in sales to recognizing the importance of authentic connections and genuine relationships. When we reframe it this way, we go beyond mere transactions to become trusted advisors.
Aha moment: We should always be asking ourselves “How have I been giving and how can I give better? How can I actually do it better? How can I use my time, talent and ability to help others?
Redefining Our Role: We collectively acknowledged the pivotal role of relationship management in our business endeavors. Rather than merely pitching products or services, we are pioneers of meaningful connections. Each of us is a Chief Relationship Manager, tasked with nurturing client-centric approaches that prioritize listening, connecting, attitude, and problem-solving.
Aha moment: If someone doesn't want to embrace what you have to offer it doesn't mean they are a bad person or they don’t like you, it's just not their season.
Expanding Our Reach: Our discussion extended beyond conventional databases to encompass the vast network of relationships within our reach. Whether through personal contacts or social media platforms, every interaction presents an opportunity to serve and add value. By proactively identifying needs and offering solutions, we elevate our role from mere performers to genuine problem solvers.
We ended our meeting with a challenge:
- Pick a topic you know your target audience is interested in
- Host a webinar in the month of May and invite people from your database.
As usual, we left this meeting feeling energized and excited about the big things this team is doing. We walked away feeling inspired by your dedication, discipline, and authenticity, and were able to take a lot of what was shared and apply it to our own journey. We can’t thank you enough for showing up, adding value to this conversation, and allowing us to walk alongside you as you build a legacy.
We want you to be a part of next week’s discussion, so RSVP here.
