Connecting Human Talent to Client Value Generating Legendary Loyalty

There is a fire and passion that ignites when a person feels connected to a purpose

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INSPIRE TALENT

Purpose has the ability to transcend even generational preferences.  When your client facing team is inspired to make each client interaction an experience, it accomplishes two key aspects of a thriving business:

  1. Talent that is driven by a purpose.
  2. Clients that keep wanting more of what your team is delivering.

Elevate the value your company brings to its clients

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CONNECT WITH CLIENTS

Developing key team members to identify, influence and elevate the value your company brings to clients is crucial.  Talent2Value serves as the catalyst to focus your company’s talent on retaining and deepening the connection with your clients.

The connection between the mission of the individual and the organization transforms client relationships

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GENERATE LEGENDARY LOYALTY

Legendary Loyalty is an allegiance by both your employees and clients that is excellent to such an extent that it inspires testimonials.  Each individual and process can measure success by delighted clients which culminates in repeat purchases, additional revenue opportunities, talent that stays and most importantly, earning a referral within their personal network.

MEET JOE "THE CLIENT"

Joe is a Vice President of Sales and Customer Service.

In the planning process for next year, Joe was tasked to come up with the revenue plan for the client facing teams of sales and customer service representatives that report to him.  Through this work, the following challenges and opportunities arose:

  • It was difficult to differentiate which clients will stay and which will not make repeat or additional purchases.
  • The company runs on the premise that making numbers is a choice between margin and profitability or being customer focused.
  • The customer service team has high turnover and thus more onboarding and training costs than expected.
  • No single person on the client facing team can be an expert in each of the wide variety of service offerings available.

Joe shared his challenges at a sales leadership group that he meets with quarterly, where he was given a reference to a client value catalyst named Kelly Williams.

JOE & TALENT2VALUE

Creating an Excellence Experience must be built into processes, instilled in the team, demonstrated in each client opportunity and delivered by inspired employees.  Through a combination of individual and group engagements, Joe and his team worked with Kelly on these key areas:

  1. Architecture for an Excellence Experience
    Alignment on what determines an Excellence Experience and the skills and knowledge it takes to deliver them.
  2. Client Value Identification
    Recognition of individual, business and client value and how it can be used to create client experiences that form lasting connections in the form of repeat purchases and testimonials.
  3. Influence and Elevate Value
    The client sees their competitive advantage being enhanced by continuous improvements and new offerings, creating a depth of connection to the talent in the organization and services offered.
  4. Genuine Integration of Value
    Each individual and process measures success by client value – without asking for client feedback.   Best practices are shared in a productive and repeatable way, individual and corporate metrics are established, and sustainable connections are the new normal.  

RESULTS

Joe and his team have made great strides in understanding their opportunities to impact client value, inspiring their company to align to those opportunities and their individual ability to deliver client value in each experience.  

Most importantly, here are the impacts:

  • Joe trends client retention percentage for each individual and for the broader organization which has improved by 7% in the first 90 days
  • The right talent is staying – they are inspired beyond their job description to make a difference with clients
  • Client new revenue purchases exceeded their original goal
  • New business leads generated by client referrals have increased 30%

Develop talent to align their decisions and work to the business goals and always, to delighting the client.  This can be accomplished in an engagement like Joe’s – or designed to your unique specifications.  Reach out to Talent2Value to learn more!

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Kelly Williams

Relentlessly pursuing exceptional client experiences.

No matter what functional role Kelly has been in, she relentlessly pursues exceptional client experiences, whether it is capturing details of one for future use, creating them herself or helping others deliver one.  A career filled with leadership, client facing and operational roles and yes, even a little IT, have opened numerous opportunities to create and coach differentiated experiences.

Prior to devoting her time to being a Client Value Catalyst, Kelly enjoyed leadership roles at Breakthrough Fuel as part of their smart, passionate and edgy team.  In addition, a background of sales, customer service, business process improvement and operations roles at one of the nation’s largest trucking companies enabled Kelly to live out her premise that you can be client focused, still have winning ROI/margin/revenue, and find new ways to delight your client every day.  Prove it?  It got her on the front of a Wheaties box!!

Kelly is constantly seeking the best examples of how you show your clients amazing loyalty. She is a collector of client success stories and can’t wait to hear about your milestone moments.

Contact Kelly

Working with Talent2Value is about your client facing team seeing their vital role in creating client success and clients that see their competitive advantage enhanced by a company that connects with passion and depth.

kelly@talent2valuellc.com
920-246-3840
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