Improve Operational Metrics and Streamline your Client-Management Lifecycle

Improve Operational Metrics and Streamline your Client-Management Lifecycle

This white paper addresses how professional services organizations (PSOs) can effectively manage the four critical phases of the client engagement life cycle—target, acquire, manage, and retain—the operational metrics that measure success, and how business management software can help firms manage client relationships to increase profitability.

It all starts with clients. PSOs survive and thrive by acquiring new clients and retaining existing ones. To be successful in today’s business environment, PSOs need to fully understand and manage the entire client engagement life cycle.

This life cycle has four key components:

  1. Target
  2. Acquire
  3. Manage
  4. Retain

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