Based on what I gathered during a brief conversation, I put together the graphic with my initial thoughts and reaction to the situation. I’ve included my view of the current state and thoughts on what the future could look like. Driving revenue growth through customer relationship management and the development of scalable processes and tools are initiatives that match up well with my skills and experience.

1. Client Services
Current State
Future State
• Defined processes (client handoff, etc.)
• Process improvements and ongoing enablement tools
for the sales force (e.g., qualifiers, competitive matrix,
FAQs, best practices, SE docs)
• Lack of performance benchmarks (e.g., average
bookings, time spent on launch activities,
• Performance benchmarks and objectives for sustainable
growth
• All customers receive equal attention
• Resources aligned with potential client value
• Order-taking vs. longer term, strategic account
management
• Ongoing team education, training and discipline in
‘guiding’ customers & developing customer
relationships, requested product enhancements
• Customer successes are highlighted in PR and
whitepapers
• Increased industry PR and case study distribution /
customer references
Desired Result:
Rapidly drive efficiency and incremental revenue opportunities