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Client Advisory Board


ReNew Group provides expertise in the area of Client Advisory Board delivery and facilitation. A Client Advisory Board is a closed meeting, with invitations extended to 10-12 of your key clients running for approximately 2-3 hours. The purpose of the Client Advisory Board meeting is to garner feedback and comments from your firm’s clients in order to use that information to better your firm’s performance. Best results are achieved when the chairperson of the meeting is a neutral party:

  • Wendy Gleeson is an experienced facilitator of client advisory boards both domestically and internationally
  • She has conducted client advisory boards as an external facilitator to firms in public practice with whom she has consulted
  • She has also conducted client advisory boards in an internal marketing capacity

This is what one firm had to say after holding their Client Advisory Board:

“For many years now, I have listened intently to the arguments for and against holding a client advisory board with our key clients to find out what they really think of us. While the idea of knowing how to help someone better really excited me, dealing with the negativity of really knowing what they thought, scared me. So it was very easy to procrastinate and just never get around to putting it together.

Then recently, when the torment of missing out on something great finally got to me, we took the plunge and enlisted the help of Wendy Gleeson through Rob’s office and hosted our first official Skinner Hamilton Client Advisory Board and all I can say is WOW!

What an experience! The clients were from varied industries but the feedback was consistent, constructive and relevant. The clients themselves were amazed that people so different and unrelated in both industry and life could all be experiencing such similar things in their businesses and also within our business…so much so they have asked us to hold the event every 6 months.

The results gave us the confidence to know where we are going right and where we have to go in the future and with the systems we now have in place we will be now able to hold these events on a regular basis”. Jason Skinner, Skinner Hamilton Pty Ltd.

Contact Wendy Gleeson to discuss the benefits of holding your own Client Advisory Board.