Client Segmentation

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Client segmentation is a key strategy for optimizing your practice and maximizing your return on your book of business. It enables you to truly understand how best to proactively serve your different client types and create deeper relationships. Effective segmentation is a driver in your business that helps you target your efforts so that you can save time and reduce costs, while increasing your sales opportunities. 

Using your CRM to segment your client base will enable you to:

  • Focus your efforts on the clients that have the highest potential
  • Identify cross-sell and upsell opportunities
  • Deploy your marketing resources in the right place
  • Increase penetration and conversion in your marketing campaigns
  • Increase customer loyalty and retention
  • Optimize your practice for succession/transition
  • Target your sales activities to increase your close ratio

Download this worksheet to:

  • Identify the criteria you will use to segment your clients
  • Segment your client base using your CRM
  • Create a robust client segmentation strategy

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