The Client Navigator provides a customized approach to improve relationships and drive sales.
Client Navigator is not available on all plans. Contact your account manager about adding it to your company's plan.
Client Navigator is located in the Collaborate area on the left-hand navigation bar.
How Client Navigator Works
Client Navigator asks you 8 simple questions about your interactions with a client, then generates practical insight into how to effectively communicate with this client based on how they likely make decisions. This one minute investment after a client engagement enables you to build rapport and trust, developing long lasting customer relationships.
Viewing the Results
You will get DISC results and a Thinking Style Comparison for the Client you are meeting with.
Using Client Navigator to Prepare for Meetings
There are so many different types of meetings which all need separate approaches. Meeting prep guides how to run each meeting personalized for each client.
Receive Insights on your Clients
You can view the insights in Client Navigator or in your Calendar. That's why we ask for your client's email. Don't worry, we won't send them any emails.
Every time you meet with the Client, you'll see more insights on your calendar. You can learn more about the Calendar Integration here.
How to Update a Client using Client Navigator
If you have gotten to know the client better over time, you might want to retake Client Navigator. Click on the existing results for that client in Client Navigator, scroll down to the bottom, and click "Retake Client Navigator."
