Know Your Customer: B2B and B2C Client Behaviors
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Course overview
This course helps leaders move from instinct-based execution to data-driven decision-making. By exploring the behaviors and motivations of both B2B and B2C catering clients, participants learn to identify patterns, anticipate needs, and refine their offerings. Ideal for growing or established programs, it provides tools to analyze customer behavior, enhance sales strategies, and make smarter, strategic decisions for lasting success.
Course features
Learning Objectives
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Differentiate between B2B and B2C catering clients
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Identify where to capture valuable customer data
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Organize insights using a Customer Insights Dashboard
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Apply data to improve targeted catering approach
What's Included
Self-Paced OnlineTraining Module
Learn on your schedule with our self-paced online training modules—designed for busy professionals. Start anytime, pause when needed, and progress at your own pace.
Customer Insights Dashboard
A simple tracker for organizing and segmenting customer data by type, AOV, behavior, and action flag.
Customer Segmentation Grid
A reference for identifying and prioritizing high-value client types based on behavior and order patterns.
Insight Triggers Checklist
A quick monthly scan tool for uncovering signals in the data that may indicate margin opportunities or operational misfires.
Jason E. Brooks
Jason E. Brooks is a restaurant operations expert, keynote speaker, and trusted advisor to hospitality brands. With roots in restaurant management and a track record as a Franchise Operations Coach for over 160 units, he brings real-world insight to leadership, performance, and profitability.A regular contributor to FSR Magazine, Jason shares practical strategies on KPIs, team development, and operational execution. Through speaking engagements, workshops, and coaching programs, he helps full-service and quick-service operators shift from gut-feel decisions to insight-driven leadership.
Learn more at www.jasonebrooks.com.
Learn more at www.jasonebrooks.com.