📅 2024-12-20 — Session: Developed Strategic Relationship Management Plan
🕒 02:40–02:50
🏷️ Labels: Relationship Management, CRM, Networking, Strategy, Coaching
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a strategic plan 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 ones, strengthening close circles, diversifying professional networks, and managing latent relationships.
- Provided a practical framework for balancing existing relationships with new opportunities.
- Outlined a coaching program emphasizing relationship warmth and effective CRM management.
- Offered assistance in CRM management with a practical approach, prioritizing relationships and designing sustainable action plans.
- Presented a structured three-step approach for improving personal and professional relationships, including identifying key contacts, reactivating latent relationships, and managing conflicts.
Achievements
- A comprehensive strategy for relationship management was developed, integrating CRM practices and coaching to support social and professional goals.
Pending Tasks
- Implement the outlined strategies and frameworks in real-world scenarios.
- Monitor the effectiveness of the CRM and coaching plans and adjust as necessary.