
The hardest part of building a key client program, or any major firm initiative, is demonstrating its value to leadership. The supporting data usually lives in different places and creating a compelling case for the partnership requires a lot of time and effort.Nexl brings the whole process into one place, from setting an alignment objective to shaping your final recommendation. In 20 minutes, you'll see how to:
- Set clear alignment objectives and measure buy-in using the CARD framework
- Organize tasks, owners, and due diligence
- Bring relationship and revenue data together
- Identify which clients fit a key client program and why
- Create a structured plan leadership can act on
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