Clarity's Client Approach

Delivering unique solutions for today's challenges

Clarity's Client Implementation Approach

We work closely with you to explore the needs of your organisation to design a training experience that is tailored to your customer environments

One of the things that makes Clarity different from other companies in the SAM development space is our willingness to customize and tailor our approach, content and delivery options to suit the specific needs of your organization and individual countries, divisions and business units. Our goal as always is to implement with you a solution that’s globally consistent across teams, yet locally relevant to each customer-facing and their stakeholder environment.

We help you answer the “BIG” questions first around the readiness of your SAM strategy and the SAMs needed to succeed in execution.


Due Diligence

Our first step will be to work with you to explore the specific competency, skill and process gaps that need to be addressed within your field account teams. As we gain an understanding of these requirements, we’ll define a training curriculum that focuses on these specific issues and ensures that your teams get maximum benefit from their learning and coaching experience.

areas of expertise
The 4 Zones™ is a well proven, repeatable process. To ensure user adherence and integration in your company’s culture we tailor the process to the supporting home office functions of your organization and the specific sales channels and key accounts you want your field teams to focus on.
Customer Case Study Development
We interview key members of your team to build together a case study that describes a common account and opportunity scenario putting the workshop in a ‘real-world’ context. It is built to maximize learning outcomes and get everyone “on the same page.” All participants will have time to review the case study prior to the workshop.
Learning Content Development
Clarity tailors the items used to support the learning of the 4 Zones™ of Customer Engagement to align with your sales channels and your teams specialties


4 Zones™ of Customer Engagement Account Management Workshop Rollouts
A typical 4 Zones of Customer Engagement workshop is 1.5 Days with the first day dedicated to embedding the 4 Zones process against the backdrop of a customized, account scenario-specific case study. On day 2, we run an "Application Clinic" to help team apply the 4 Zones to live accounts and their every-day interactions.


Situational Coaching Sessions (Virtual)

To reinforce the on-going learning, coaching sessions are scheduled as part of the 4 Zones™ of Customer Engagement to guide your team in deploying the new skills learned and support them through this change management period. Clarity works with our client's existing coaching platforms to ensure that managers have the every-day tools they need for pull-through.

Monitoring & Assessments
As part of our post-workshop process we schedule meetings with your team managers and key team members to discuss the reports generated by the ongoing Clarity assessment tools. The data and insights we can generate can help you plan your learning post-workshop implementation and ongoing development.
Process repeats with other divisions / account teams
With many Clarity implementations, once one group or set of teams experiences the 4 Zones™ of Customer Engagement, others want it as well. We’ll work with you to develop a long-term company-wide plan to get everyone on the same page when it comes to moving in the direction of valued customer relationships!