Give Engaged Clients a Seat at the Table
Advisory Board Management
How We Help
A trusted accountability partner
Are you looking to expand relationships with your best clients? Have you considered building a client advisory board—CAB—to leverage your top clients’ insights and influence? Let PIE build and manage a CAB for your leadership team.
We will partner with you to define strategy and goals, construct a steering committee, and engage with your key clients through pre-interviews, meeting and workshop facilitation, and continuous feedback. We will develop insight-to-action reports and manage accountability within the firm around follow-up and next steps.
PIE: Your Advisory Board Partner
focus on your clients, pie takes care of the rest
Benefits
- A way to deepen relationships with key clients and insure against client loss.
- A chance to validate and get feedback on your strategy and go-to-market initiatives.
- The ability to partner with clients to co-create new service lines and develop case studies.
- A chance to hear what your competitors are saying in your market.
- Early feedback loop to help guide your offerings.
- Add value to your most important clients by giving them access to their direct peers through a forum where they can discuss best practices.
- Insight into changing markets, providing visibility into potential gaps or opportunities in competitive markets.
Outcomes
- Client-centric strategy and go-to-market initiatives.
- The ability to be first-to-market with new, needed service lines.
- The ability to go to market with a proven service line developed with a trusted partner.
- New cross-selling revenues. Our clients report that when they systematically engage with senior executives in key clients via advisory boards, they sell more of their services to a wider range of buyers in the client.
- Fast, reliable feedback on the firm’s performance.
- Reduced client loss.
What Our Clients say
“We are blown away by the progress, speed, and value that PIE creates. The third-party perspective allows our team to dig deep and gain a lot of valuable information from key clients. We’ve exceeded everyone’s expectations within our vertical to the value of the CAB, thanks to PIE’s expertise, partnership, and willingness to pivot with us to meet emerging needs. It’s a true pleasure to collaborate with PIE; our thanks for being a hard-working and dedicated extension of our team.”
PIE Client Stakeholder
Product Leader, Fintech Industry
What Our Clients say
“These forums are vital for incorporating a VOC perspective into our design process. I so often see solutions being created and decisions made based purely on assumptions, and this process changes that. We are now able to go to market with informed decisions that are vetted by key customers within desired market segments. Working with PIE has also helped us identify integral collaboration partners for co-development opportunities.”