Key Client Teams

Key Client Teams are important ways to (1) improve client retention, e.g., improve client satisfaction, trust and loyalty through better and more efficient service, coordination/communication, management and relationship development and (2) expand revenue growth through in-selling, cross-selling and new referrals. For client teams to be effective, partners with relationships must be willing to share, collaborate and invest in the team process.

We help firms:

• Strengthen relationships with existing and potentially important clients
• Determine which might be best served by a client service team
• Help construct the team and identify leaders
• Train client team leaders
• Proceed through the process of research, development and execution of key client action plans