AI Driven Strategic
Account Planning
Win More With Less
Methodology + Strategy
= Revenue Growth
Trusted by more than 1,000+ teams
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Sales Challenges
Expectations
Client needs evolve. They expect you to understand them and add value, beyond providing mere products and services:
- Know them well
- Make good use of their time
- Be relevant and pro-active
- Demonstrate innovative thinking
- Educate them
Perceptions
The way a client sees you is the way they treat you.
It is important to intentionally and systematically manage the perceptions of key individuals within your client relationships.
Improved perceptions are a competitive advantage, they differentiate you.
Retention
A large proportion of your revenue comes from a small number of client relationships. Losing just one can have far-reaching consequences:
- Loss of revenue and margin
- Loss of key staff
- Loss of market share
- Competitor encroachment
- Reputational damage
Growth
To protect revenue you need to grow the client relationship.
In each relationship there is always significant untapped revenue opportunity.
The Challenge:
How to get more revenue growth with the same or less sales resource?
Change the Game
Advance Client Perceptions
The way a client sees you
is the way they treat you.
Create Long Term Differentiation
Become a trusted partner and
be recognized for the value you bring.
Become More Relevant
Anticipate your client’s needs and
provide them with valuable insights.
Identify More Opportunities Quicker
Get out in front of the buying process
earlier to win more and win bigger.

