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David West – Director at Sales Kinetics and Accountagility

“Matthew carried out training for us on-site and the value he added from his font of stories went beyond our expectations.

He has great advice to give, and you should listen because it is all based on observations of real life amongst his many clients. Summarised by his favourite phrase “life happens”

Overview

David and the team at Accountagility, have a great software programme that helps tier 1 financial clients do some really complicated things! The project we did was on two levels, the first to team them how to use a particular CRM system so that they could not only use it effectively and efficiently on and day to day basis, but to then use it to build and nurture relationships.

The nurturing side saw us working together in their London offices to design a plan for different interactions with their prospects, this included content creation and project management to deliver one of the most complicated automated systems I’ve worked on

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