Sales Client Management Program Policy

I. Introduction

A. Background

[Your Company Name]'s primary asset is its clients, and as such, managing client relationships effectively is crucial to our ongoing success. This policy aims to set the standard procedures and guidelines for managing clients across all departments of [Your Company Name].

B. Purpose

The purpose of this policy is to ensure that all employees understand and follow the same protocols and guidelines to manage clients professionally, efficiently, and in compliance with the law.

C. Objectives

To establish uniform standards for managing client relationships.
To improve the quality of client interactions.
To resolve conflicts in a timely and professional manner.

II. Scope

This policy applies to all [Your Company Name] employees who interact with clients at any capacity, either directly or indirectly.

III. Policy Statement

All employees of [Your Company Name] must adhere to the standards and guidelines presented in this policy document while engaging with clients. Failure to comply may result in disciplinary actions.

IV. Responsibilities

A. Management

Management is responsible for ensuring the effective implementation of this policy by:

Allocating sufficient resources.
Monitoring compliance.
Addressing violations.

B. Employees

Employees are expected to:

Familiarize themselves with this policy.
Attend mandatory training sessions.
Report any conflicts or issues to management.

V. Client Segmentation

Clients are to be segmented into the following categories based on annual revenue and engagement level:

Client Type	Annual Revenue	Engagement Level
Platinum	> $1,000,000	High
Gold	$500,000 - $1,000,000	Medium
Silver	$100,000 - $499,999	Low
Bronze	< $100,000	Very Low

A. Segmentation Purpose

Segmentation is crucial for providing tailored services and assigning appropriate account managers.

VI. Communication Standards

A. Email Response Time

Client Type	Max Response Time
Platinum	2 Hours
Gold	4 Hours
Silver	8 Hours
Bronze	24 Hours

B. Follow-Up

A follow-up should be conducted within 48 hours after an initial client meeting.

VII. Conflict Resolution

A. Initial Assessment

Any conflict should be initially assessed within 24 hours of being reported.

B. Conflict Resolution Team

A dedicated Conflict Resolution Team is in place to handle higher-level conflicts that could not be solved by the account manager.

VIII. Data and Reporting

Data regarding client interactions, sales, and feedback shall be documented and reported on a monthly basis. Quarterly reports will include charts to analyze trends.