Case Study

Creating a culture of service excellence is a business strategy proven to accelerate revenue growth.

Click on the links below to see the tangible impact of this process.

The organization was experiencing significant revenue attrition of 17% annually and a rapidly deteriorating client base.

The Loyalty Assessment Process identified three key initiatives:

  • Developed the Relationship Management Dashboard enabling Executive Management to manage key Service Excellence Metrics
  • Implemented a consistent Relationship Review Process
  • Implemented targeted Client Management Processes designed to maximize the value of each relationship

In the 12 months subsequent to the implementation of the strategy, the organization:

  • Conducted over 15,000 proactive Relationship Reviews
  • Reduced Revenue Attrition to less than 6%
  • Increased Client Referrals by more than 65%
  • Grew Revenue by 19%