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The Rough Notes Company Inc.

winning strategies

Exceed Your Client’s Expectations

      DO YOU MEET OR EXCEED YOUR CLIENTS’ EXPECTATIONS? If you think you do, can you name the specifics? [Y]ou must get clarity about what’s most important to

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Three Types Of Producers

THE THREE TYPES OF PRODUCERS All can be “successful” in a way Although they may receive a handful of referrals from a few clients,            

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Becoming Indispensable

THE THREE SHIFTS IN BECOMING INDISPENSABLE To keep from stalling, make these three shifts to reach the next level If

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Building Agency Capacity

BUILDING AGENCY CAPACITY: HOW TO DO MORE WITH LESS If you can’t find the people, maximize the ones you’ve got

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Need a Coach?

FIVE REASONS WHY YOUR AGENCY DOESN’T NEED A COACH Even the best can improve A qualified coach can help you,

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