Please enable JavaScript.
Coggle requires JavaScript to display documents.
VSK Expansion Plan - Coggle Diagram
VSK Expansion Plan
Understanding Team
Skills
Attitudes
Aspirations
CTC
Experience
Quarterly Reviews
Sucession Review Q1
Create Wills
Change will
Life Planning Q2
ASpirations
Goals
Passions
Risk Planning Q3
Debt Management
Insurance
Health and Life
INvestment PLanning Q4
80C
Check for need of rebalancing
Review recommended funds
Review Risk Profile for updation
Increase Business
Content
Existing Clients
Google reviews
Testimonial 1 Liner Video
Mail Campaigns engagement
THeir offsprings
Online Presence
Google Reviews
Website
Blogs etc. to pull traffic
SEO SEM
Awareness Building
Goal Sessions for Housing Societies
House Purchase
Children's Education
Wedding
Retirement
Quora
Profession Specific Content
CAs
Doctors
Creative Professionals
IT Project Managers
Planning Operation
VSK Philosophy and some ground rules
Execution Mechanism
New Streams
Insurance (Term only) and Health
Commission clients
Business
Client Interaction Process