Introduction
The Key Client Plan states that:
“…all involved in the x instruction need to build and maintain close working relationships with their clients. It is essential that an affinity and mutual respect is developed as this will make the day to day experience of working with one another more enjoyable, and in so doing encourage additional instructions.”
“Formal ‘contact templates’ should be prepared containing information and insights on all of the key influencers to use those insights to manage, defend and develop each of those relationships with responsibility allocated for each person” Read more here