from existing clients to whole new markets


 

Creating Practical Account Plans

Step-by-step guidance for client service directors and account managers

The outcome

Business growth derived from the development of existing clients.

The outputs

  • Client account plan template

  • Selection of client account manager (CAM)

  • Appointment of client account team

  • Facilitation of Client Account Plan session

  • Draft Client Account Plan Review and finalisation of plan

  • Develop and agree roles and responsibilities for CAM

  • Review progress of plans with GM

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Growing Client Relationships

Step-by-step guidance for account managers AND TEAMS

The outcome

Underpinning of growth strategy and healthy pipelines.

The outputs

  • Formation of internal team of experts and client relationship managers

  • Use of key project opportunities as focus for developing good governance and depth of relationships within the client organisation

  • Constant innovation, planning and face-to-face meetings with clients

  • Identify training, coaching and mentoring of client relationship managers

  • Optimisation of client relationships

  • Monthly and quarterly reviews of progress against revenue forecasts

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Developing New Markets

A 6-month programme for business managers

Duration: One week on-site consultancy then progress reviews monthly for 6 months

The outcome

Qualification and planning for growth in a new market

The outputs

  • Scoping - research and workshop

  • Identification and quantification of service / market

  • Selection of internal market development team

  • Determination of market opportunities - new clients / new services or existing clients / new services

  • Development of growth strategy

  • Development of increased capability programme

  • Monthly progress reviews and summary presentation

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The Key To Winning Tenders

Maximising your competitive advantage

The outcome

A bespoke response document every time.

The outputs

  • Development of winning strategy

  • Document production schedule

  • Document structure

  • Bronze, silver and gold reviews

NOTE: OUR EARLY INVOLVEMENT IS CRUCIAL, SO PLEASE CONTACT US PRIOR TO THE RELEASE OF THE TENDER

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The outcome

A proactive and engaged team, a clear strategy and greater success.

The outputs

  • Appointment of pursuit leader and a support team

  • Defining opportunity, client drivers, project issues, competitor analysis and key messaging

  • Relationship mapping

  • Develop a winning strategy

  • Executive summary

Your Pursuit Strategy

A crucial planning phase for
ANY PURSUIT TEAM

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Managing Effective Pipelines

A critical sales forecasting tool

Duration 
Part 1:
1 week
Part 2: Financial year with quarterly reviews

The outcome

A two-phase programme providing bullseye sales forecasts. Compatible with any CRM platform or manual administration workflow.

The outputs

Part 1

  • Benchmarked revenue YTD

  • Agreed sales forecast

  • Initial pipeline developed

  • How-To guide to assessing health of pipeline

Part 2

  • Monitored pipeline

  • Troubleshooting

  • Monthly reviews of pipeline health

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Nurturing A Culture Of Growth

A bespoke year long programme for business development

Duration: 12 months

The outcome

A business-wide capability for sustainable development and revenue growth, led from the top down to inspire from the ground up.

The outputs

  • Identification of success indicators and sales goals

  • 3 year revenue trend analysis report to benchmark progress

  • Selection of your business development team

  • Facilitating business development meetings

  • Monthly reports and summary presentation

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