Consulting

The secret to improving your relationship manager’s performance is to integrate their relationship and customer service process to international best practices. To help you, MorganPeak will work directly and on-site with a cross-functional team from your organization to understand real value from the customer perspective. We will identify who your top clients are, solutions you currently offer to them, where the gaps are and also analyze your organization benefits from a product or service level. By defining and better understanding the essential value created by your offering, together we can develop strong messages for your organization as a whole.

Part of our service is to assist your team to understand how to: leverage research; developing and executing clients’ strategic plans, develop clients placemats, create Account Plans, Sales Process Maps, and Opportunities/Cross sell Maps to increase your organization’s share of wallet and profitability with targeted clients.

Together, we will work with your team to determine what differentiates you from your competitors and develop a customized strategy documents that includes actionable steps to achieve success. At the conclusion of our work together, you’ll have a comprehensive picture of the value and tools to communicate clearly to your customers, help strengthen your presence and win more business.

What Service Do You Need?

Relationship Management and Sales Training
Coaching
Consulting

BENEFITS OF CONSULTING

  • null
    Independent, free from bias
  • null
    Expertise knowledge and advice
  • null
    Solution based
  • null
    Result driven
  • null
    New perspective to your business

CONSULTING PACKAGES

Short-Term Consulting

Hourly or Project  Based
Minimum of 3 months

Long-Term Consulting

Retainer Based
6 months to 1 year

OUR 6-STEPS CONSULTING PROCESS

Engage

We meet with you to identify and discuss specific challenges or gaps you may have with your relationship management team and what you would like to achieve at the end of the process.

Analyze

We gather all the relevant information from specific customers and key internal stakeholders to better understand their views about the strengths of your relationship managers and quality of their customer service compared with your competitors. We also interview your RMs to understand their general knowledge of your organization strategy and how it aligns to that of the customers. During this process, we would like to know what is preventing them from meeting their targets. Your sales process is also analyzed to make sure they are effective and efficient.

Strategize

We strategize with the business heads and HR representatives to determine which recommendation should be implemented or reviewed. At this stage, it is important to agree what resources or support are needed to help the RMs or sales team achieve their set goals in line with the organization vision and mission.

Implement

We work with business heads and management team to implement your new solutions. This will include creating new relationship management and selling structure, creating various strategy documents like sales call plans, client placemats, opportunity mapping documents, pitch documents. etc.

career

Report

Present all our findings, recommendations etc to the management for their information and use when required.

Follow- up

We follow up with your organization at two different times. The first follow up will be 3 months after sharing our report. This is important because we want to make sure that your RMs are adopting and implementing the solutions we proposed and improvement to sales and relationship building are being observed. At this point, any required changes to your customer engagement strategies are then made. The second follow up will be 6 months after the first one to make sure that your RMs have fully settled into executing all solutions offered and such changes are now impacting positively on your bottom line.

TRUSTED BY

Our CEO has years of experience in assisting various financial institutions leaders and executives execute their strategies and achieve their business objectives through strong relationship building and excellent customer service offering.

“Know what your customer want most and what your company does best. Focus on where the two meet.”

Kevin Stirtz

TESTIMONIALS

LET US KNOW
YOUR
REQUEST