Case Study
Proactive Client Relations: Restoring Trust with a White-Labeled Performance Client
The Challenge
Shifting from Reactive to Proactive Client Management
When I first began managing our white-labeled performance client, the relationship was strained. Our interactions were mostly reactive, with our team responding to client complaints and issues as they arose. This reactive approach caused misalignment and confusion, especially as roles and responsibilities were unclear between our internal team and the client's operators. As we were providing a managed service, regaining the client’s trust was critical to maintaining the partnership.
My Role
Leading the Transformation to Client-Centric Operations
To restore trust and improve the relationship, I led a strategic shift to proactive client management. My role was to establish a client-centric focus and create a more structured process where we could anticipate client needs and plan ahead, rather than just reacting to issues after they occurred.

I also clarified the division of responsibilities between our internal team and the client’s operators using the MECE framework (Mutually Exclusive, Collectively Exhaustive). This helped ensure that everyone knew their role in the product lifecycle, minimizing overlap and eliminating confusion.
Strategy
Aligning Operations and Fostering Collaboration
To execute this transformation, I introduced several key initiatives:

  • Proactive Planning and Alignment: We began holding regular alignment meetings with the client, where we discussed upcoming goals, anticipated needs, and potential challenges. This proactive communication allowed us to avoid surprises and meet the client's expectations ahead of time.

  • Clear Responsibility Mapping with MECE: I implemented the MECE framework to define clear-cut responsibilities for both our internal team and the client's operators. This structure ensured that every aspect of the managed service was covered without duplication or confusion.

  • Client-Centric Focus: We shifted our mindset to be client-first, constantly asking, "What does the client need next?" This helped build a trust-based partnership where the client saw us as a strategic partner, not just a service provider.
Results
Restoring Trust and Building a Stronger Partnership
Through these efforts, we not only regained the client's trust but also built a more efficient and aligned working relationship:

  • Trust Restored: The client began to see us as proactive partners who anticipated their needs, which helped rebuild trust after the initial period of misalignment.

  • Operational Efficiency: By clarifying roles using the MECE framework, both teams became more efficient, reducing overlap and misunderstandings.

  • Improved Client Satisfaction: The regular alignment meetings and proactive problem-solving approach resulted in fewer escalations, improving overall client satisfaction.
Lessons Learned
The Importance of Proactive Client-Centricity
This project underscored the value of being proactive and client-focused in managing relationships, especially in a managed service model. By anticipating client needs, aligning regularly, and establishing clear responsibilities, we transformed a strained relationship into a thriving partnership built on trust.

Contact me with any convenient way:

E-mail: pm@lurbanskiy.com
Phone: +49 176 616 893 07
Social networks: LinkedIn

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e-mail us: pm@lurbanskiy.com
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