The way you manage your client lifecycle plays a major role in the long term success of your business, but how often do you step back to evaluate its impact on both your clients and employees?
Your client lifecycle is defined by the stages your clients go through in their relationship with your business. It’s the process of them becoming aware of what you do, signing up to your service, and then ideally being with you for the long term.
ADC works with corporate business leaders to help optimise their client lifecycle from start to finish; identifying opportunities to enhance customer journeys, boost staff efficiency, and encourage suitable governance frameworks.
Our goal is to give you a rounded view of your operation and, if you feel change is necessary, offer the right solutions through our network of partners in marketing, tech, data protection, compliance and business processing outsourcing.
2. Fact-Find Meet-Up
⏱ 3-4 hours
We'll adopt a linear approach to breaking down the various parts of your client lifecycle and take notes throughout.
3. Follow-up
We'll follow up our fact-finding meeting with a report detailing key areas of your client lifecycle we believe you could optimise, as well as evaluating the risks involved.
4. Action
If change is required and feasible, we'll work with you to move things forward with confidence by referring you into our trusted service provider network.
Fact-Find Meet-Up
During a morning or afternoon at a location of your choice, we'll walk through each of the areas below and discuss your current practices.
01
Your Brand's Personality
How does your business present itself to the world? Is the vision for your company being realised?
03
On-boarding Clients
Is your on-boarding process as smooth as possible, or could it be improved?
05
Digital Technology
What client facing tech platforms are you using? How does your current CRM system perform?
07
Training & Monitoring
How are you training your employees and ensuring necessary KPI's are being monitored?
02
Lead Generation
What are your current strategies for acquiring new clients? Can these be scaled and/or new methods tested?
04
Data Collection
Are you collecting the right data from your client's and managing it effectively and compliantly?
06
Communication Channels
What systems do you use to communicate with clients? Do these systems manage client data efficently?
08
Governance Frameworks
Are your internal processes designed, delivered, and managed effectively?
About
ADC is a business advisory service led by former Gladstone Brookes CEO Anthony Chorlton, who’s success leading one of the UK’s most high profile claims management companies was driven by large scale customer acquisition, efficient communication channels, and robust systems to manage client data sets in the millions.
During his time at Gladstone Brookes, the company helped the British public claim back over £1 Billion for mis-sold PPI payments and employed over 600 staff across two continents. Leaning on his success, Anthony now encourages corporate business leaders to step back and view their operations through the eyes of their clients; identifying opportunities to scale by improving processes, boosting staff efficiency, and implementing suitable governance frameworks.
30 min