4.4. Step 3: Facilitate Connections

The primary goal of this step was to create opportunities for KNM advocates to deliver a positive message about TechFirm to people in their networks. The initial planning meeting was a full-day strategy session with sales management, selected sales professionals from each region, and representatives from TechFirm's marketing team.

4.4.1. Develop Outreach Initiatives

The first exercise was to develop tactical plans for connecting clients and prospects to one another in a meaningful way based on the issues of greatest importance to them and the individuals they trust on those issues. The first hour was spent reviewing the issues and challenges facing technology executives. The group was then divided into four ...

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