top of page
Business Conference Audience

Relationship value review

A short, focused piece of work: three days to find out whether your three most important client relationships are delivering the value you need from them. We come in, do the work and leave you with a clear snapshot of where each relationship stands and what to focus on first. There is no longer-term commitment, and you see first-hand what it is like to work with Symbioss. Our main offer is a series of programmes designed to support a more systematised approach to your client relationships.

The review at a glance

Most leadership teams know which clients matter most. Fewer can say, with evidence, how well those relationships are managed, how strong they are, whether the client sees them the same way or whether the client's own business is worth supporting.

The Value review is a short consultancy project that answers those questions. A senior client specialist with thirty years of UK B2B commercial experience listens to the people who manage your client relationships, values three of the most important ones and recommends where and what to focus on.

3 days

 

with your teams

 

Listening, valuing and recommending, with your leadership, client-facing and finance teams.

3

 

relationships valued

 

Three of your most important client relationships, with up to two more if you wish.

5

 

lenses

 

Vitality, Arena, Lead, Upside and Economics: the Symbioss VALUE analysis.

3 weeks

 

at most

 

From the first briefing to the findings session with your leadership team.

We run the RelaValue System throughout, so your team does not need to learn any software.

The research behind our approach

How the review uses VALUE

Each relationship is assessed through five lenses. Together they show how well it is doing and whether it is worth investing in.

value-review-value-analysis-v3.png

Where each relationship stands

Together the five lenses place each relationship in one of four investment positions. For each of the three relationships you receive a one-page VALUE summary: every lens rated, the evidence behind it, the investment position and three priorities.

value-review-positions-and-summary.png
Image by Paul White

Is this for you?

The review is designed for leaders of UK B2B services organisations who recognise one or more of these:

 

  • Leaders hold different views on why clients stay, grow or leave

  • Knowledge of important clients sits with a few individuals

  • Revenue depends on a few clients, with no early warning if one starts to drift

  • Your team’s view of a relationship may not match the client’s

  • It is unclear whether a client’s own business is heading somewhere worth backing

  • You want an independent view before deciding on any larger investment

How it works

Image by Vitaly Gariev

What you leave with

At the end of the review you have:

Repeat and track progress

Relationships change. Three months or more after the first review, the same relationships can be valued again, so you can see what has moved and why. Each repeat also values a new relationship, so your view of the portfolio widens every time.

 

If the review points to a wider need, the Entry programme or the Reactivation programme is the natural next step. Each gives your own team use of the RelaValue System, supported by a Symbioss client specialist.

Image by Lyubomyr Reverchuk

Common questions

Protect revenue | Reduce relationship risk | Create more reliable growth

Contact us

Thank you for visiting our website. We look forward to learning how we can help you transform your client relationships.

What happens next

 

1. Send us a short message about what you would like to discuss.

2. We reply within 12 hours to arrange a first conversation, which is free.

3. We usually speak for about an hour, so we can get a good sense of where you are.

4. If we can help, we suggest a sensible place to start.

bottom of page