Drive client-centricity

Aligning go-to-market teams on strategies that increase client proximity

Ideal for:

Account-based strategies are increasingly critical for success in today’s market. Our latest CBX data reveals that 49% of clients now find it more difficult to make investment decisions, up from 45% in 2022. Clients are demanding differentiated insights, greater senior attention, and support in building the case for change. 

As clients rationalize their service providers, the average number of 'trusted providers' has decreased, emphasizing the importance of strong, trust-based relationships fostered through client-centric approaches.

Furthermore, the race for client preference is intensifying. Nearly 75% of clients identify their preferred provider before the shortlist stage, yet they are evaluating more potential providers. This illustrates the critical role of proactive, client-led growth strategies in securing revenue and cultivating long-term partnerships.

  • 49%

    of clients now find it more difficult to make investment decisions

  • 75%

    of clients identify their preferred provider before the shorytlist stage

Five steps to putting clients first

  • 1
    Diagnostic

    Assess growth strategy, existing account base, and client growth capabilities.

     

  • 2
    Strategy

    Develop roadmap and account-based strategy to drive sustained growth.

  • 3
    Enablement

    Equip sales, marketing and partner teams with dedicated learning program.

  • 4
    Execution

    Implement strategy and roll out key initiatives with direct teams and strategic partners.

  • 5
    Value realization

    Measure success through improvements in relationships, reputation, and revenue.

Go all-in in accounts

Our Client Marketing Framework helps orient marketing strategy, resource allocation, programs, and activation against your priority accounts. It provides focus for high-impact marketing motions to drive account growth and embed a strategic client development culture.

Client marketing framework
  • Rich Data Co grey

    Lyndon and her team’s insight, vision, and laser focus on strategy execution in aligning customer executives meant we delivered our unique value proposition concisely and consistently to get a record-breaking business transformation deal over the line. She codifies that experience in this book and provides you with a step-by-step guide in how to inspire customers.

    Ada Guan

    Chief Executive Officer, Rich Data Co 

  • Salesforce grey

    The strategies have served as a playbook for me over the years with my top accounts, delivering impressive results. To any B2B organization that is looking to win or grow strategic accounts, I recommend partnering with Alisha’s team.

    Danny Nail

    Global Centre of Excellence Lead, Salesforce 

  • Microsoft grey

    One of the biggest successes we've had is our partnership with Momentum. In particular, the thought process around the materials that we build together and the insights that we deliver back into the account team, again and again, have driven such incredible impact.

    Carrie Holmes

    Director of Marketing, Strategic Accounts, Microsoft 

  • Statestreet grey

    We were able to pilot account-based marketing really quickly, show the value that can add, and now we're looking ahead to scale across our top business opportunities.

    Iulia Balan

    Managing Director, Head of Product and Account-Based Marketing, State Street 

  • MHR grey

    Successfully relaunching People First was a vital part of MHR’s growth strategy. The results so far have been very positive. Momentum has allowed us to address multiple objectives.

    Anton Roe 

    CEO, MHR

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