Our programmes
Run by commercial experts and fully flexible, our programmes are divided into four distinct stages, where alongside your teams we:
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Examine and Evaluate
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Plan and Define
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Equip and Execute
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Track and Finesse
We implement elements of the RelaValue System at each stage, dependent on different client needs
1
Examine and Evaluate
Using data inputs we segment your clients. We identify where relationships are at risk and where there are hidden opportunities, creating a clear picture of where you are now
2
Plan and Define
You define success measures and with your team, we design a practical client relationship programme that fits with how your company actually works
3
Equip and Execute
We work with you and to embed the new approach and learnings. We equip teams with toolkits and use workshops and coaching to support them as they apply the changes
4
Track and Finesse
Progress is tracked so you can see what is changing, learn quickly and refine as you go. We implement an oversight process so new behaviours aren't forgotten and action is facilitated
We provide
Strategic review
1-2 weeks
Overview, mapping and segmentation, working sessions with your team, analyse successes and failures, risk and opportunity scan, client interviews, RelaValue System, recommendations. Top line view of all clients.
Pilot programme
12 weeks
Overview, mapping and segmentation, working sessions with your team, analyse successes and failures, risk and opportunity scan, client interviews, RelaValue System, relationship owner working sessions, recommendations with specific activities and client account actions, tracking meetings, governance set up. 10 - 20 clients
Workshop F2F
1-2 weeks
Overview, mapping and segmentation, working sessions with your team, analyse successes and failures, risk and opportunity scan, client interviews, preparation, workshop, RelaValue System, follow-up. 2 accounts per person.
Transform programme
4-12 months
Overview, mapping and segmentation, working sessions with your team, analyse successes and failures, risk and opportunity scan, client interviews, RelaValue System, relationship owner working sessions, recommendations with specific activities and client account actions, tracking meetings, governance set up. All key clients
Proof of concept
6 weeks
Relationship owner working sessions, client interviews, RelaValue System, recommendations with specific activities and account developments, tracking meetings. 3-5 clients.
Use of RelaValue System
Ongoing
After completing a programme having ongoing use of our system is helpful to ensure you progress. This offer includes 1/4ly working sessions and governance meetings to enable momentum delivered by a commercial expert with an experienced outside perspective
Contact us
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