Turning Client Activity Into Actionable Insights
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Turning Client Activity Into Actionable Insights
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In this episode of the “Leveraging the Laboratory” podcast, host Jane Hermansen, outreach manager at Mayo Clinic Laboratories, is joined by colleagues Wendy Daigle and Ellen Dijkman Dulkes to discuss managing client relationship health. Together, they explore:
- Client relationship health (01:56): Learn the basics of client relationship health and why it matters.
- The value of client activity summaries (05:47): Discover how summaries of client interactions can uncover risks, opportunities, and strategic insights.
- Gathering and organizing details (08:27): Hear recommendations on what information to capture and how to organize it to maximize its value.
- Sharing client insights across the organization (10:08): Learn who benefits from client activity information and how to tailor reporting for different audiences.
- Onboarding new clients (13:50): Explore unique client relationship needs and opportunities to learn as you bring on new clients.
For additional insights, read “Three steps to turn client insights into organizational intelligence,” an article by Dijkman Dulkes.
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