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Account Team Strategy & Assessment
Your Account Team are those individuals in your company who service your Client
after your Client has already purchased your product or service. It is still
true, that it is cheaper for your organization to drive revenue from existing
clients than to find new ones. How can you be sure that your clients are
satisfied? How can lessen the possibility of your clients looking to shift
their business to your competitors? Well, there is no guarantee, however there
are many initiatives you can deploy to build your relationship with your client.
They include:
- Client satisfaction surveys and interviews - know what your clients think about
you
- Build account plans by client with yearly, quarterly and monthly objectives
- Ensure that all important meetings and conversations are documented in a
consistent manner
- Schedule monthly status meetings to ensure all issues and opportunities are pro
actively uncovered
- Uncover new opportunities to build new revenue streams with existing clients
- Provide your client access to your senior team
- Make your client look successful by helping with their internal objectives
- Coach your account team on how to build their relationships with clients
- Don't forget to thank them for their business
JW Consulting Group can provide an assessment of your
account strategy, your account team and your account management tools. We can
help you with:
- Client satisfaction surveys and
interviews
- Account team talent review and coaching
- Brand perception evaluation
- Development of a account plans
- Creation and standardization of account
management tools, presentations , meeting notes, email and phone etiquette
- Streamlining contact management
procedures
- Pricing review and competitive analysis
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