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English
$
USD
I will be your VIP client relations and key account manager
White glove client operations and VIP relations for high ticket brands
Ex-Big 4 & Morgan Stanley Specialist | High-Touch Client Operations
I help boutique businesses, wealth managers, and agencies deliver white-glove client experiences that drive retention and revenue. ...
About this Gig
Why Choose Raw Real Deal:
Raw Real Deal completely transformed our client operations. By standardizing our intake and account workflows across 40+ active monthly clients and 2530 weekly intakes ($2k$25k scope), we eliminated onboarding friction and drove a 15% increase in repeat business and referrals.
What Is Included:
- Executive Inquiry & Escalation Handling: Fast, professional, and compliant resolution for sensitive client requests.
- Proactive Account Health Tracking: Systematic check-ins and SLA enforcement to prevent account friction before it happens.
- CRM Integration: Seamless operation directly within your existing stack (Salesforce, HubSpot, Zendesk, or Intercom).
- Custom Communication SOPs: Bespoke response frameworks and escalation matrix tailored to your
Service type:
Non-technical support
Language:
English
Timezone:
24/7
Support software:
Zendesk
•
Salesforce
•
Intercom
•
ActiveCampaign
Knowledge base software:
Document 360
•
Confluence
FAQ
How do you securely access our CRM and communication tools?
Access is managed through delegated user accounts in your CRM (Salesforce, HubSpot, etc.) or secure password managers like 1Password. Full NDA compliance is guaranteed prior to onboarding.
What industries do you specialize in?
Services are optimized for boutique agencies, wealth managers, financial advisors, consulting firms, and premium B2B service providers handling high-lifetime-value clients.
Do I need pre-existing SOPs and response templates?
No. If you have them, they will be followed strictly. If not, the Basic tier audits your current communication channels and builds custom SLA guidelines and templates for your business.
How do we handle emergency or out-of-hours client escalations?
Clear escalation protocols are established during week one. Critical alerts are routed directly according to your pre-approved emergency decision tree.
Can we customize a monthly retainer outside the listed packages?
Yes. Send a direct message detailing your current client count, channel volume, and required SLA windows to receive a custom offer.
Which CRM systems and tech stacks do you support?
In all I specialize natively in Salesforce, HubSpot, ActiveCampaign, Zoho CRM, and Pipedrive, alongside integration middleware like Zapier and Make.com.
