KMI

“As KMI International (KMI) aimed to diversify its client portfolio and strengthen its market presence, Elevate Advisors partnered with the firm to create a robust Business Development (BD) Playbook and strategy for implementing the Doer-Seller Model within the KMI. The project kicked off with a skills gap analysis to identify key business development strengths and weaknesses among KMI’s doer-sellers and business developers. Elevate delivered a comprehensive report outlining the identified gaps along with tailored recommendations to enhance KMI’s BD processes and team effectiveness.

Elevate worked closely with KMI leadership to develop a BD Playbook that included tools and templates critical for building strategic client relationships. The playbook covered essential topics like KMI’s differentiators, relationship management, BD meeting agendas, CRM processes, client capture and pursuit strategies, and client feedback programs.

To ensure ongoing success, Elevate facilitated virtual workshops, teaching KMI’s team to leverage the BD Playbook, implement strategic BD meetings, and cultivate stronger business development skills. Additionally, Elevate helped KMI develop a customized campaign targeting one of their key market sectors. This program has set a solid foundation for KMI’s future growth, ensuring their team is equipped with actionable strategies and tools for success.

Elevate’s strategic approach and in-depth understanding of KMI’s business development needs have been invaluable. Their ability to tailor recommendations, build a comprehensive BD Playbook, and provide hands-on training has empowered our team to cultivate stronger client relationships and target new markets effectively. Elevate’s partnership has set us on a path for sustainable growth, ensuring our team is well-equipped with the tools and strategies necessary for continued success.”

Michelle Long, CPSM – Marketing Director