Trailhead Advisors LLC
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  • CMO Services
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Trailhead Advisors LLC
Home
Our Approach
  • Our Approach
Services
  • CMO Services
  • Client Acquisition +
  • Brand Strategy, Messaging
Tips & Tricks
  • Blog
  • Downloads
About Us
  • About Us
  • Our Clients & Partners
Contact Us
More
  • Home
  • Our Approach
    • Our Approach
  • Services
    • CMO Services
    • Client Acquisition +
    • Brand Strategy, Messaging
  • Tips & Tricks
    • Blog
    • Downloads
  • About Us
    • About Us
    • Our Clients & Partners
  • Contact Us
  • Home
  • Our Approach
    • Our Approach
  • Services
    • CMO Services
    • Client Acquisition +
    • Brand Strategy, Messaging
  • Tips & Tricks
    • Blog
    • Downloads
  • About Us
    • About Us
    • Our Clients & Partners
  • Contact Us

CLIENT AQUISITION & OPTIMIZATION

When client acquisition, retention, cross sell, or upsell are critical priorities...

This Marketing consulting engagement (delivered via a project, full, or part-time market relationship) drive customer volume, retention, loyalty, repeat business, and recommendations. 

Client Experience Strategy

  • Collaborative creation of cross-functional client experience strategy, encompassing full client life cycle: pre-purchase, acquisition, relationship management, service, retention, and cross sell

Market, Client, & Prospect Research

  • Design and performance of quantitative and qualitative research to better understand current and potential competitors, target markets, their value drivers, and their purchasing patterns 

Buyer Persona(s) Development

  • 360 degree articulation of your ideal buyers based on creation of customized buying personas, including what they value and how they purchase ... creating far more actionable value than standard demographic descriptions
  • Development of customized buyer's journeys to map personas to successful client experience tactics across Marketing, Sales, Relationship Management, and Customer Service/Support

Data Analytics & Reporting

  • Identification of key performance indicators (KPIs) and drive Marketing ROI across the client's experience with your organization to understand the impact of your client's interactions 
  • Comprehensive reporting design to analyze cross-functional data to prioritize and optimize the most valuable interactions with your brand

Program Governance & Management

  • Ongoing operational oversight of your client experience program and activities
  • Ensure customer experience program and activites comply with your Legal & Compliance obligations

Employee Training

  • Employee training with the skills and knowledge they need to deliver exceptional customer experiences and drive client acquisition, retention, up sell, and cross sell

Current State Assessment

  • Inventory and assessment of your clients' holistic experience with your brand/organization, from purchase   and implementation to service and renewal 
  • Current state organizational assessment including positions, talent, skills, budget, culture, data & systems

Find Out More

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