THE SLATA JOURNEY

Crafting a Client Experience that Creates Loyalty

"Financial services firms suffer from long sales cycles, outdated service offerings and missed opportunities to generate new leads through digital channels."

Leverage technology to shorten your sales cycle

 

Slata implements a unique, systematized, effective customer journey that efficiently attracts, serves and retains clients.

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SHORTEN YOUR SALES CYCLE

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CAPTURE NEW LEADS

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GAIN WORD-OF-MOUTH BUSINESS

WHAT WE OFFER

The Slata Journey begins with strategy and branding, which becomes the foundation of content-driven lead generation and results in client experience efficiency.

Our services focus on mapping a superior customer journey that entices right-fit prospects and moves each one along a lead-client-referrer continuum. Word-of-mouth marketing is brilliantly effective, which is why we design your customer journey to expand referral sources.

Designing your customer journey is critical, but it is equally important to move blueprints off of the page and into the world. We continually evaluate and iterate, with the goal of maximizing your effectiveness in attracting, serving and retaining your clients.

THE SLATA JOURNEY

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VALUES-BASED
BRANDING

Our methodology guides you through the process of identifying core values, defining key positioning, designing compelling messaging, and breathing life into your brand.

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GROWTH-FOCUSED
CLIENT EXPERIENCE

We design the processes and implement the technology needed to deliver impressive service that delights clients, thus generating word-of-mouth referrals.

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CONTENT-DRIVEN
LEAD GENERATION

We deliver collaborative implementation of a unique, systematized, effective content marketing program that efficiently attracts and converts leads.

OUR PROCESS

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Audit

Knowledge is power. Utilizing a variety of tools, we drill down to determine how your client is truly experiencing your service. We search to see if your values are reflected in your processes – from lead to conversion to delivery – and if your flow of service is consistent.

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Design

Details matter. During our customer journey workshop, we map out every touchpoint your company has with a client. We then infuse your values into a process that ensures an enhanced client experience that is consistent with your brand.

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Training

Buy-in is critical. We conduct a rollout to internal stakeholders, verifying that every single person or system involved in the delivery of your product or service is aligned with the new process and your company values.

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Implementation

Tech saves time. We automate the process using leading-edge technology, and then poke, prod, and test to confirm that it delivers on its promise to improve the service you provide. This frees your time to focus on your business.

Interested? Let’s chat!

Let’s schedule a time to examine your current lead generation and customer experience processes.