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STEP1 Planning and identifying your priorities
STEP2 An accurate client database
STEP3 Identify opportunities to cross-sell
STEP4 Research/telemarketing
STEP5 Address branding issues
STEP6 Update your promotional materials
STEP7 Make contact (e.g. Direct Mail, Advertising)
STEP8 Networking
STEP9 Fine-tune your service offering
STEP Evaluation