Client Value Experience CVE

Your Portfolio of clients chose your firm because they trust you! Why should their partners, heirs and colleagues?

Internal – Client Value Experience (CVE)

1. What is cross selling – understanding the complete firm by using a full service approach and taking down the internal silos of empires, power and possession?
2. Simple focused contact – 15 minute coffee meetings between departments, objective of how best to serve and assist each other
3. CVE- Overview –implementing a 12 month coordinated system designed to replicate the top 8-12 clients – all achieved with just 20 minutes per week
4. CVE- The Client– the Top Ten – Uncovering the best clients, what they look like, what makes them ideal and why
5. CVE- The Team and Accountability – The Buddy system - Teams of two from different departments with reviewable monthly goals holding each other accountable.
6. CVE- The system – 8-12 phone calls bi-monthly is all it takes
7. Mining your relationships- Digging Deep for Professional Gold – increasing the dependency and reliance of the client on their professional partners by providing a sanctuary where they can receive assistance in all instances.

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Case Studies

"These programmes have helped us through the growth of our firm and focused our future stars at our firm to have big and attainable goals both personally and professionally." Mike Gahan, Managing Partner – Harris Cooper Browning

Our Workshops

The Breakthrough Programme
The Client Value Experience
Advisory Boards and Third Party Management
Speaking with Gravitas