Client Categories and Segmentation


You’ve probably heard a great deal about “segmenting” your clients, meaning to divide them into different groups. Doing this can help make your contact with these individuals count, and improve relationship nurturing.

While you might designate them A, B, C, and D, or the more common Platinum, Gold, Silver, and Bronze, the names simply indicate the different levels of service you are offering. If 80% of your business comes from 20% of your clients, then you may want to make those clients your Platinum, A, or top-tier group, and so-on.

The goal is to serve all of your clients, so it may be helpful to go into creating the tiers of service with two important questions in mind: 1) What services/offerings will be important for all of your clients to receive? 2) What level of service is the most that you can offer to a client without exhausting your resources, overwhelming the clients, or neglecting other clients? With these questions in mind, you can form a base and build from there.


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