ORGANIZE YOUR CLIENTS
Create a Client Classification framework based on assets, attitude and advocacy that will sort and organize your clients in a meaningful way.
ELEVATE THE CLIENT EXPERIENCE
Ensure you deliver ongoing client service with the highest degree of consistency and predictability to build trust and satisfaction.
REFINE YOUR BRANDING & COMMUNICATION
Be perceived as a consultant with a process, not as a salesperson with a quota. It's not what you say, it's what they hear that matters.
FAST-TRACK NEW CLIENTS TO ADVOCACY
Refine, develop & deliver a process to onboard new clients. Ensure consistency for every client and bring them quickly to Advocate status.
MAXIMIZE EXISTING CLIENT RELATIONSHIPS
Ensure that all of your existing clients are working with you in the true spirit of partnership and understand all your services going forward.
BUILDING STRATEGIC PARTNERS
Create a win-win-win relationship between you, your clients and your professional network.