Ideal Client Persona Toolkit Intro
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Ideal Client Personas
Ideal Client Personas
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Step 1 | Segmentation Checklist
Launch Tool
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Step 2 | Persona Builder
Launch Tool
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Lesson 1 | Client Centric Segmentation
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Lesson 2 | Persona Workshop
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Lesson 3 | Putting the Persona to Use
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Coach & Close
Activate your learnings with coaching prompts and recommended next steps.
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[SECTION]Additional Resources
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Segmentation Template
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Blog | Roadmap to Capitalize on Next Gen Opportunities
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Growth By Specialization
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Meet the Expert: John Anderson
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Need Additional Support? Meet SEI's Strategic Partners
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Next Gen Estate Toolkit
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