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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

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Trusted Advisor Four Levels Of Client Relationships

  • 1. The Four Levels Client Relationships
  • 2. Four Levels of Client Relationships Breadth of Business Issues Trust-Based Relationship -Based Needs- Based Service Offering- Based Depth of Personal Relationships
  • 3. 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