Creating effective senior client service partners: design & develop a complimentary programme to assist young partners (executives) in the service sector, to lead & develop major client accounts.

  • Financial plan review
  • Gov & Public sector
Client problem

Given my experience, the firm’s CEO asked me if I could help design & deliver tailored “top up modules” to compliment the firm’s exhaustive internal development programme focused on how to lead, manage and develop a law firm’s client accounts.

What was delivered

After reviewing the firm’s objectives for partners /senior management, and their internal development programme, I designed a +/- 1 year programme (12 modules), consisting of practical “war stories” on specific topics based on my experience, but aligned with their programme. (“Client Lead Practical Seminars (CLPS)”): This put into practice the key requirements: listen; research; analyse; tailor, communicate, and execute.

Client Benefits

To date, out of the 52 that have completed the firm’s development programme and the CLPS, 44 have gone on to successfully lead major client accounts and 6 in transition.

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