Next Level Skills. Stronger Strategy. Superior Performance.
About Us
The Client Counsel’s story began when we asked ourselves two questions:
- What will happen to customer experience as people become more technology-enabled?
- Could we deliver improved results and better experience if strategies for technology, customer experience and learning were combined?
Today’s world is different
Next level advice is expected
Great customer experience blends the science of sales and service with the art of imagination and personalization.
There is a new generation of customer, and they are armed with Artificial Intelligence. Your customers expect you to be ready to play at their level and on their terms.
Let’s get your team ready to meet this challenge.
Managing a hybrid world
Your team works virtually and in-person. Their challenges span both places. Your management skills need to level up to ensure you can engage, problem-solve and deliver results.
How are you measuring your coaching effectiveness? What are your biggest opportunities? We can help you get powerful insights and improve your managers’ effectiveness with innovative, personalized coaching practice.
Get it done
Our clients tell us that we’re very serious, practical …. and fun. We know how to innovate, contribute to your strategy and get results.
You will find us at the table alongside the big consulting firms …. they do the plans and analysis, and The Client Counsel creates the practical solutions that enable employees to deliver sales, exceed at service, solve problems and identify new opportunities.
See what we do
Who We Help
Financial Services
With more intense regulation and new disruptive competition, the challenge is to build a deeper, multi-product relationship with customers. We help our clients refine their customer experience, provide more valuable advice and win more business. We have years of experience working with leading wealth management, retail banking, telephone banking, small business banking, insurance and card products in more than 9 countries.
Professional Services and Sales Organizations
Whether you’re an established brand or a start-up, we have extensive experience in supporting your sales efforts. Help your team embrace CRM effectively and equip your sales leaders with effective sales and activity management habits especially forecasting.
Not-For-Profits
The pandemic disrupted traditional approaches for fundraising and stakeholder engagement. More than ever there is a need for innovation, new offerings and new engagement tools. We’ve provided learning governance to help spur revenue growth, overseen new technology adoption and built fresh new offerings to engage potential donors.
Client Counsel 