Client Experience
End-to-end relationship management from first portfolio visit through project delivery
Mission
Premium client lifecycle management through visitor engagement, pipeline tracking, and service excellence
Team Size
2 Members
Workflow Type
sequential
Team Members
Thomas Raynor
Client Relationship Manager
Client pipeline managementMeeting preparation & follow-upEngagement signal tracking+2 more
Nancy
Executive Assistant & Portfolio Concierge
Visitor guidance & portfolio navigationBlog post and case study recommendationsService discovery (workshops & custom solutions)+1 more
Key Metrics
35+
Client Learnings
5
Pipeline Stages
Bilingual (EN/FR)
Visitor Support
Same-day
Response Standard