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Customer Loyalty for Organization
Summit Output

Tier 3 - MC CLO Implementation
Tier 3: Overall Timeline

Align MC
plan and
education
cycle
according to
CLO output

Launch CLO
campaign to
get members
excited

Align
membership
to national
standards for
account
management

Member
education on
new
processes

Implement
National
CRM
Tier 3: MC CLO Implementation
1. Align MC Plan according to CLO Summit
Output

Key Areas
•
•
•
•

KPIs

Education - #trainings delivered, #members attending
training
Structure - #Account managers in the LC
Culture - #Customers met by the end of the campaign
CRM - #Members filling the CRM weekly
Tier 3: CLO MC Implementation
2. Launch campaign for CLO
• Promote CLO to network: facebook, email, myaiesec.net,
newsletter & promo material for CLO
• Create list of Current accounts
• Allocate current accounts to LCVPs & their teams
• Ensure LCs meet with all customers
• Ensure LCs Set expectations/timeline with every current
accounts allocated to them
• Ensure LCs get referrals from the current accounts
Tier 3: CLO MC Implementation
3. Align membership to National Standards for Account
management
• Analyze results from CLO campaign: #meetings with
customers, # referrals etc; and outline top performers.
• Set and communicate national standards for account
management: #meetings to be done with company by
each account manager
• Use top performers from the CLO campaign for LCs, to
showcase implementation of CLO
Tier 3: CLO MC Implementation
4. Member Education on new process
• Include CLO Strategy in Education Cycle
• Deliver the following at a national CLO summit/training for
iGIP team members:
1. Detailed explanation of account management
and JD of account manager
2. Overview of revised JQ and guidelines on how to
use it during meetings
3. Standardized Selection Process Timelines
• Create/Update GIP wiki to reflect national implementation
of CLO Strategy
Tier 3: CLO MC Implementation
5. Implement National (CRM)
• Create CRM (spreadsheet, Podio, Salesforce) to track all
account activity
• Track meetings booked, attended, TNs Ra/Ma/Re; track
ALL communication with companies
• Launch CRM to all LCs, engage them in conversation
about it an make it exciting and the benefits clear
• Educate on how to use, track and manage accounts on
CRM
• Showcase success from CRM to entire network weekly
• Assess LCs use of CLO and CRM, and assign coaching
based on that

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Tier 3 implementation

  • 1. Customer Loyalty for Organization Summit Output Tier 3 - MC CLO Implementation
  • 2. Tier 3: Overall Timeline Align MC plan and education cycle according to CLO output Launch CLO campaign to get members excited Align membership to national standards for account management Member education on new processes Implement National CRM
  • 3. Tier 3: MC CLO Implementation 1. Align MC Plan according to CLO Summit Output Key Areas • • • • KPIs Education - #trainings delivered, #members attending training Structure - #Account managers in the LC Culture - #Customers met by the end of the campaign CRM - #Members filling the CRM weekly
  • 4. Tier 3: CLO MC Implementation 2. Launch campaign for CLO • Promote CLO to network: facebook, email, myaiesec.net, newsletter & promo material for CLO • Create list of Current accounts • Allocate current accounts to LCVPs & their teams • Ensure LCs meet with all customers • Ensure LCs Set expectations/timeline with every current accounts allocated to them • Ensure LCs get referrals from the current accounts
  • 5. Tier 3: CLO MC Implementation 3. Align membership to National Standards for Account management • Analyze results from CLO campaign: #meetings with customers, # referrals etc; and outline top performers. • Set and communicate national standards for account management: #meetings to be done with company by each account manager • Use top performers from the CLO campaign for LCs, to showcase implementation of CLO
  • 6. Tier 3: CLO MC Implementation 4. Member Education on new process • Include CLO Strategy in Education Cycle • Deliver the following at a national CLO summit/training for iGIP team members: 1. Detailed explanation of account management and JD of account manager 2. Overview of revised JQ and guidelines on how to use it during meetings 3. Standardized Selection Process Timelines • Create/Update GIP wiki to reflect national implementation of CLO Strategy
  • 7. Tier 3: CLO MC Implementation 5. Implement National (CRM) • Create CRM (spreadsheet, Podio, Salesforce) to track all account activity • Track meetings booked, attended, TNs Ra/Ma/Re; track ALL communication with companies • Launch CRM to all LCs, engage them in conversation about it an make it exciting and the benefits clear • Educate on how to use, track and manage accounts on CRM • Showcase success from CRM to entire network weekly • Assess LCs use of CLO and CRM, and assign coaching based on that