More Than a Consultant—Your Trusted Partner
Partnership Health
Trust and Loyalty
STRATEGIC ACCOUNT MANAGMENT PLAYBOOK
Have you established clear standards for managing key accounts to drive loyalty and long-term value? Do you have a defined Strategic Account Management (SAM) Playbook?
If not, you are not alone. Many organizations focus heavily on new sales growth while quietly losing 2–5% of their client base each year. That steady erosion increases pressure on top-line growth and forces teams to replace revenue that should have been retained.
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It does not have to operate that way.
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A disciplined Strategic Account Management Playbook creates structure, accountability, and consistency in how your most important relationships are managed. It defines expectations, engagement cadence, performance review standards, innovation pathways, and governance models.
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I have experience helping organizations design practical, implementable SAM Playbooks — not theoretical binders that sit on a shelf, but clear roadmaps your team can execute.
The result is stronger retention, deeper relationships, and sustained, predictable growth.
CLIENT RISK ASSESSMENT
Do you have key accounts that materially impact your business — and quietly carry more risk than you realize?
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Client losses rarely happen overnight. They build slowly through misalignment, performance drift, weak visibility, or lack of proactive innovation. By the time the warning signs are obvious, it may be too late.
Ask yourself:​
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What is at stake if we lose this client?
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Are we objectively measuring the health of the relationship?
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Are we embedded deeply enough within their organization?
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Are we consistently delivering against agreed KPIs?
Most client terminations comes down to four factors:
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The right customer-facing team
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Consistent KPI performance
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Strong, multi-level relationships and consistent visibilty
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Ongoing, proactive improvement (Kaizen mindset)
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A structured Client Risk Assessment provides a clear view of vulnerability, relationship strength, and specific actions to reduce risk — discreetly and professionally.
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Client loss should never be a surprise.
Assess the risk before it’s too late.
PARTNERSHIP RETREAT
Business partnerships are built on trust, shared expectations, and personal connection. When leadership changes, market conditions shift, or performance pressures increase, even strong relationships can weaken. Left unaddressed, strain turns into risk.
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Starting over is rarely the answer. Repair is possible — and far less costly than replacement.
I facilitate structured Partnership Retreats designed to realign, reset, and restore forward momentum.
The process centers on four essential pillars:​
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Relationship Principles – rebuilding trust, clarity, and behavioral expectations
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Shared Purpose & Goals – reaffirming why the partnership exists and what success looks like
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Business Performance Objectives – aligning on measurable outcomes and accountability
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Governance Model – defining decision rights, communication cadence, and issue resolution pathways
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The outcome is not simply reconciliation — it is renewal. A re-anchored partnership with clear expectations, mutual commitment, and a disciplined framework for sustained success.
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When addressed proactively, partnerships can emerge stronger than before — grounded in transparency and a true win-win mindset.