Isaac shared ideas that he secured while browsing through a book " Design Driven Innovation" during our Weekly Monday Meetings. It was in relation to understanding customer' s needs when seeking to connect with them. The question was whether or not tools, like the AOC, Summary, Financial Analysis etc., were important or relevant at all to a particular customer. He suggested that we should revamp the rules of engagement by asking questions like " What does Financial Planning mean to you?" and from that answer design the tools that will meet this particular's client's needs. Thank you Isaac for sharing. Picking off from there, let's start by asking ourselves ..." What does Customer Service mean to us?"
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