📅 2024-12-20 — Session: Developed Social and Professional Relationship Strategy
🕒 02:40–02:45
🏷️ Labels: Relationship Management, CRM, Networking, Strategy, Professional Development
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a comprehensive strategy for enhancing Matías’ social and professional relationships.
Key Activities
- Established five strategic directions for improving social and professional life, focusing on reactivating key relationships, redefining conflicting relationships, strengthening the close circle, diversifying professional networks, and managing latent relationships.
- Provided a practical framework for balancing the maintenance of existing relationships with seeking new opportunities.
- Outlined a coaching program emphasizing relationship warmth and effective CRM management to support social and professional goals.
- Offered assistance in key relationship management through a practical CRM approach, prioritizing relationships, designing action plans, and creating sustainable habits.
- Presented a structured three-step approach to improve personal and professional relationships, including identifying key contacts, reactivating latent relationships, and managing conflicting relationships.
Achievements
- Developed a strategic plan and practical guides for relationship management.
Pending Tasks
- Implement the outlined strategic directions and frameworks in daily routines.
- Initiate the coaching program focused on CRM and relationship warmth.