Client Research Framework

Transform yourself from account manager to strategic advisor by having the complete picture of your client's business landscape.

When to Use:

Use this framework to systematically research and understand your clients beyond surface-level knowledge. Perfect for onboarding new accounts, preparing for strategic meetings, annual reviews, or when you need to identify new opportunities and add value as a trusted partner.

How to Use:

Work through each of the eight categories: Business Objectives, Industry & Market, Financial Performance, Leadership & Organisation, Strategic Priorities, Their Customers & Brand, News & Events, and SWOT Analysis.

Use this as a checklist to ensure you're covering all critical areas.

Complete your research in stages and update regularly to stay current with client developments.

Download your framework HERE.