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As a kid, I used to trudge over to the local community center to play bingo on a Saturday afternoon (ok, Iowa was really boring in the dead of winter).
Sitting on rock hard metal chairs, I would lay out six or seven bingo cards in front of me, grasping my bottle of highlighter ink with the mushy sponge top. N9H4DRY5HMS9
As the head bingo mistress called out numbers, I’d scan my cards, anxious to hit a box with the fluorescent pink ink. Usually I would lose, but the anticipation of yelling BINGO was enough to make the ink stained fingers worth it.
Taking the bingo analogy one step further, why not create your own client bingo card? One of our clients created a spreadsheet with the names of their top 50 clients down the left side. Across the top, they listed the major service areas of the firm. Over the next few weeks, the partner in charge of each client identified additional services they believe should be a part of a client services discussion, placing an X in the box. What a great way to think strategically about cross selling!