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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