"I'm very fortunate to be a BDM in a time when everything can be automated. Through a customer relationship system, I'm able to plan out my days, weeks, and even months to spread my time out between prospecting and customer retention. Each of my prospects is categorized based on where they are in the pipeline. Depending on how those prospects prefer to communicate and their specific needs, I can set scheduled tasks and reminders to reach out to them. Typically, I'm less involved in customer retention because I transition clients out to account managers and the like. However, I still schedule tasks to reach out to them regularly to be that extra pair of hands for them and get feedback about the relationship. I let my clients know that my line is always open to them. When the time comes, I will need to be pulled in for contract renewals, extensions, changes, or addenda. But there are also those unfortunate times when I have to step in because the relationship takes a negative turn, and I have to salvage it."
