Client Segmentation & Client Service
Retain and grow the right clients with the right strategy.
Not all clients are equal and your firm shouldn't treat them like they are.
Client loyalty, retention, and expansion doesn't happen by accident. They happen when firms intentionally define who their best clients are, how they want to serve them, and how to create value across the entire client journey.
That's where segmentation and client service strategies come in.
Where We Focus
Client segmentation and establishing client service plans is how we help firms:
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Identify and prioritize top clients based on more than just revenue
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Build segmentation frameworks that reflect value, fit, and strategic potential
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Design scalable service models and client experience tiers that align delivery with client expectations
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Shift from reactive delivery to proactive, relationship-driven growth
What You Get
Move from assumptions to structure, and from one-size-fits-all to intentional growth. You'll walk away with:
✔ A tailored segmentation model that fits your firm's strategy
✔ A service delivery approach that prioritizes the right clients
✔ Clear internal alignment on how different client types are supported
✔ Tools to support pricing, client tiers, and experience planning
✔ Support for rollout of QBRs
How It Works
We meet your firm where it is, and build what fits. Together we'll:
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Review your current client base and delivery structure
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Identify segmentation opportunities by value, fit, and strategic relevance
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Design a service strategy that aligns with client needs and firm goals
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Align your internal roles, expectations, and communications
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Provide tools, messaging, and implementation support
