New Client Acquisition costs 5-25X more than keeping an existing one. Increasing Client Retention by 5% will drive profits by over 25%.

Solutions for Your Business

Customer relationship management is a necessity

In a highly competitive environment, it is more vital than ever to ensure you have the right team in place protecting and nurturing your customers.

If your organization has baseline sales with select customers and you require a trusting and professional team player to manage and cultivate those accounts, Wheelhouse Bay is your solution. Wheelhouse Bay has over 20 years experience in corporate account management having delivered a myriad of successful partnerships and initiatives while developing long term relationships with Clients.

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Wheelhouse Bay possesses the essential components for account management including:

  • Relationship building skills
  • Responsive Communication
  • Consultative
  • Problem Solving Ability
  • Analytical Aptitude
  • Providing Added Value
  • Trust and Credibility
  • Business Planning
  • Empathy
  • Communication Skills
  • Account Planning
  • Identifying Opportunities
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Initial Meeting

  • Background & History
  • Business Goals
  • Timing and Budgets
  • Accounts Review

Customer Requirements Review

  • Tactical plans and activities required to manage and grow customer accounts.

Proposal Review & Agreement

Construct Schedule of Activities for Role

  • Establish contact information
  • Training – Product/Service, Company, Processes
  • Competitive Analysis
  • SWOT Analysis
  • Customer Training
  • Construct Account Plan
  • Relationship Building Strategy

Execute Account Management Program

Account Management Packages start at $1,750 per month + GST + Commission/Bonus Structure.

We are passionate about building quality customer relationships helping your customers achieve their goals. Call us today to learn how Wheelhouse Bay can help you efficiently and optimally manage your important customers.

Contact us today to see how we can help your business grow!

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