How We Work with Clients

How We Work with Clients 2017-03-28T00:28:40+00:00

We are thoughtful and thorough when working with you

By employing a consultative approach, we deliver exactly what clients need, when they need it. Before we begin developing any solutions, we take the time to examine your business in several important ways:

  • Assess your needs
  • Clarify your goals
  • Understand how your organization operates
  • Analyze how well your firm is prepared for success

Our approach means collaborating with you to define success and how it will be measured. To that end, in every Excella engagement, we create easy-to-understand metrics that will allow you to monitor your results long after our work is complete.


Are you prepared for success?

At the start of every new client relationship, we determine your level of readiness for success.  Your answers to the questions below help us design a customized engagement that leads to successful results.

Readiness questions for your organization

  • How do you define your ideal client?
  • Does your current customer base match your description of your ideal?
  • How do your clients make decisions?
  • What are their top three priorities?
  • How well are you delivering against their expectations?
  • To what extent do you think your clients are loyal to your firm?