Elevate:

Expand & Retain Clients

Grow your highest value accounts and increase client retention.

We’ll create a strategy that builds repeatable processes.

Here’s how:

  1. Assess your current:

  • Numbers (account forecasts, YoY client revenue & retention rates)

  • Cross-functional collaboration processes

  • Client touch points and client engagement

What you’ll get:

2. Develop internal processes:

  • Define roles & responsibilities: across teams to identify opportunities, nurture C-Suite/decision maker relationships, and create a process for when and how to regularly engage clients.

  • Create CRM playbook focused on account growth

  • Review & recommend measurement system for your highest value service to enable you to continually share your value and impact.

3. Design winning templates:

  • Account Growth Strategy: We’ll create an interactive template that allows for collaboration across teams to identify and take action on growth opportunities.

  • Executive Business Review: We’ll create a presentation designed to foster consultative conversations with decision makers, convert work, and get introductions to new teams.

4. Activate:

  • Train your teams on how to: use the new templates and guidance on how to convert EBRs to new opportunities.

  • On-going support: We’ll choose two of your most valuable/underserved accounts and schedule monthly coaching hours to review Account Growth plan, EBR decks, Client engagement touchpoints to ensure account growth.