Why is it important?

Using a clear process like SADRAT supports systematic and effective client relationship management.

It provides structure, reduces oversight, enhances decision making, and fosters strong, sustainable relationships.

Implementing this process successfully requires developing skills that can be leveraged for other purposes within one’s business, including interpersonal skills, situational awareness, internal and external communication, risk analysis, organization, planning, and monitoring.

Additional tips

Determine whether to progress in the SADRAT process based on regular estimations or measures of value and risk. Be mindful of your biases and the possibility that the client may not always be truthful.

Consider long-term gratification: do not expect quick payoffs. Building high-value client relationships is a gradual process that requires patience and sustained effort.

Prioritize interpersonal over strictly transactional interactions. Building genuine relationships with clients fosters trust and loyalty, leading to more fruitful and enduring partnerships.

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