Business Performance Evaluation
We evaluate your current business state across all Sales and Account Management functions, analyzing performance, business operations processes, and competitive landscape to deliver gap analysis and prioritized opportunity roadmaps.
- Account Management performance assessment
- Client retention program assessment
- Sales channel performance
- Sales enablement resources
- Go-to-market messaging and campaign result assessment
- Multi-year strategic plan assessment
Sales and Account Growth
We implement targeted enhancements and integrate them within your operational models for scalability, ensuring maximum impact and lasting results.
Client Retention Modeling
- Annual plan review lifecycle planning models
- Process playbooks and lifecycle modeling
- Implementation guides
- Quarterly and annual plan reviews and opportunity analysis reporting models
- Off-cycle plan design change activation
- Rapid response message development and approval processes
Sales Optimization
- Brand elevation and social media message modeling
- Qualified lead generation and cultivation models
- Brand value aligned solution selling tools
- Pipeline and direct channel management
- Public sector bid management
- Proposal management
Culture and Talent Management
As your business grows, you need to nurture and develop your go-to-market teams to fuel your successful evolution.
- Account Management performance scorecards
- Compensation benchmarking
- New associate training
- Client retention strategic planning toolkits
- Sales enablement performance assessment
- Product training modules
- Broker and consultant relations engagements
- Annual strategic planning tools
Data Analytics and Plan Performance Dashboards
You can’t manage what you don’t measure. We evaluate your current platforms to close reporting gaps and deliver actionable dashboards.
- Client health dashboards
- Plan design modeling
- Product portfolio penetration and addressable market analysis
- Prospect health and lead scoring
- In-depth win/loss reporting
- Channel partner scorecards