1. Visit customers. Conduct productive visits and observations to customers.

2. Segment customers. Identify the target market and potential customers.

3. Risk control. Effectively monitor and control customer risks.

4. Customer management. Maintain contact with customers and mobilize customer resources.

5. Scoring and evaluation. Analyze and evaluate all aspects of customers.

6. Communication. Use effective communication methods and communication strategies to maintain relationships with customers.

7. Negotiate business. Conduct business negotiations with customers.

8. Business transaction. Guide customers to complete business transactions.