Optimize experience

Focusing on retention and cross-sell to ensure loyalty and sustained growth

Ideal for:

In today's competitive landscape, enhancing client experience is crucial for driving loyalty and ensuring sustained growth. Recent insights show that organizations are increasingly challenged to meet client expectations, with many clients reporting dissatisfaction during their buying journeys.

To thrive, businesses must prioritize retention and cross-selling strategies that deepen relationships with existing clients. By focusing on understanding client needs and preferences, you can tailor your approach to create more meaningful interactions and deliver exceptional value. Our expertise in client experience allows you to identify opportunities for improvement, ensuring that your organization consistently meets and exceeds client expectations.

With a strategic emphasis on client retention and cross-sell initiatives, we empower you to build lasting loyalty and secure long-term revenue growth.

3.6
possible providers researched in 2018
9
possible providers researched in 2024

Win with a consistent and comprehensive approach

Our Account Development Process helps identify your strengths and weaknesses across the account engagement journey – so you can make the improvements needed to accelerate client growth.

It has been a pleasure working with you and your team. I learned a lot and enjoyed the sessions! Now I will use the learnings and execute. I will definitely recommend this training.
There is no way that any other partner would be able to do this type of work.

Wendy Smith
Managing Director of Strategic Marketing, State Street
Helping companies get closer to customers and navigate complex buying cycles has been a personal mission for the decade plus I’ve worked with Momentum ITSMA.

Emilia Maier
Marketing Leader, Infor
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
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

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