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Small Business Strategy Guide

Use this guide to craft the most effective marketing strategy for your business.

Create Customer Loyalty

Getting customers is one thing—keeping them is another. Ensure customers become raving fans by creating a great new customer experience. Select a New Customer Experience strategy below to get started.

Birthday Reminders

Send birthday wishes to your contact list.

Annual Case/Account Review

Touch base with your clients annually to evaluate their account, and look for opportunities to upsell or offer value.

Post Service Survey

Ask your clients for honest feedback to learn what you did well and how you can improve.

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