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checkliste für Gesprächsvorbereitung, Kundendaten aktualisieren

Gesprächsvorbereitung

  • Definiere das Hauptziel des Gesprächs.
  • Berücksichtige die Erwartungen des Kunden.
  • Setze spezifische, messbare Ziele.
  • Erstelle eine Übersicht der gewünschten Ergebnisse.
  • Liste relevante Themen für das Gespräch auf.
  • Priorisiere die Themen nach Wichtigkeit.
  • Berücksichtige aktuelle Marktentwicklungen.
  • Sei bereit, zusätzliche Themen anzusprechen.
  • Identifiziere die Gesprächspartner.
  • Analysiere deren bisherige Interaktionen.
  • Erfasse spezifische Bedürfnisse und Herausforderungen.
  • Berücksichtige persönliche Vorlieben und Abneigungen.
  • Sammle alle notwendigen Dokumente.
  • Bereite Präsentationsmaterialien vor.
  • Stelle sicher, dass alle Informationen aktuell sind.
  • Organisiere die Unterlagen nach Themen.
  • Erstelle eine Liste möglicher Kundenfragen.
  • Formuliere präzise Antworten auf diese Fragen.
  • Berücksichtige häufige Einwände und Bedenken.
  • Übe die Antworten, um Sicherheit zu gewinnen.
  • Erstelle professionelle Einladungen.
  • Versende Einladungen rechtzeitig.
  • Bitte um Bestätigung der Teilnahme.
  • Füge relevante Details wie Datum und Uhrzeit hinzu.

Kundendaten aktualisieren

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