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