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Case Studies

Account Planning Training & Management—Global Legal Consulting Firm

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Account Planning Training & Management

Goals

  • Increase top-line growth via current client expansion. 
  • Strengthen the client expansion skills of partners, outside of founders and senior leadership, to scale the firm’s growth engine. 
  • Bring structure, process, and accountability to account growth strategies.

Download the case study to learn how we shifted this client’s confidence and mindset around account planning and client growth.

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