The Four Levels Client Relationships

Four Levels of Client Relationships
Breadth of Business Issues
Trust-Based
Relationship
-Based
Needs-
Based
Service
Offering-
Based
Depth of Personal Relationships

Four Levels of Client Relationships
Focus on: Energy Partner Success
spent on: receives: indicators:
Expertise- Answers, Timely, high
Explaining Information
Based expertise quality
Needs- Business Problem- Problems
Solutions
based problem solving resolved
Relation- Repeat
Partner Providing
ship- org’n insights
Ideas business, sole-
sourced
based
Under- Jointly defining
Trust- Partner as Safe haven for
standing the work to be
based a person tough issues
partner done

www.egyii.com
Trip Allen: trip.allen@egyii.com
+65 91891967