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Using Relationship Intelligence to Accelerate Business Development in Consulting


Research shows that clients are more likely to turn to consultants they have worked with previously—ones that have a proven track record of success—rather than pursuing new firms for their next project. This means that effectively building and supporting relationships are key to success. However traditional CRM solutions weren't meant to support relationship-driven business.

Join Affinity SVP of Customer Success and Revenue Expansion, Brian Cloughley as he speaks with EPL Advisors Founder Sarah Colvin and Changegoat Managing Partner, Lukas Naugle about the evolving role of technology in their firms and how they are leveraging relationship intelligence to drive their business development efforts.


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