The Rainmaker Academy®

Client Experience Programs

Five Star Client Experience Program

Five Star Client Service is the ultimate branding strategy. It helps a firm understand the power of branding and build a culture of consistency across all levels and areas of expertise. It focuses on people and processes, teaching the concept that firms cannot provide excellent external service if they do not first practice excellent internal service. The program incorporates the best practices, principles, procedures and processes that the world’s strongest brands use to rise above the rest.

Key Benefits

Builds a Stronger Brand Through People.

Elevates Service Quality Across Client Experiences.

Improves Efficiency and Keeps Work on Budget.

Creates a Culture of Accountability, Referability, and Client Loyalty.

Five Star Client Program Structure

From brand and service fundamentals to follow-through and implementation, each session is designed to help your firm deliver a more consistent, accountable client experience.

Session A

Brand Foundation 4 Hours

  • The power of a brand
  • The two crucial elements of any successful brand: people and processes
  • Client service best practices
  • Knapp’s Model of Interaction Stages
  • DiSC assessment

Session B

Service Delivery 4 Hours

  • The Service Model: Understanding the Order, Delivering the Order, Ascertaining Satisfaction, Offering Dessert, Collecting the Check
  • Team development
  • Building a culture of accountability and referability

Five Star Follow Up

Implementation Planning 4 Hours

  • Develop an implementation plan with the Five Star Task Force and Leadership Team
  • Five Star Management Summary
  • Recommendations for internal projects to promote the Five Star culture
  • GAP analysis

“Being a part of Rainmaker has been both mind-changing and habit-changing. It makes one accountable for the activities one knows they should be doing, but without Rainmaker, they may let opportunities slip by.”

Terri Cogan Senior Manager | Wipfli LLP

“Even though I’ve done hundreds of presentations throughout my career, the focus, approach, and tips promoted by the Rainmaker Academy have made a major improvement in my effectiveness.”

Blake Roe Partner | Plante Moran

“You challenged me, you pushed me, you made me better equipped to market myself and my firm, and for that I thank you. The new reality is that I am a better professional today than I was 18 months ago when this journey began.”

Ward Austin Member | FMC CPAs, PLLC

“I can’t tell you how much this experience has meant to me. Hands down it has been the best training program I have ever participated in. Thank you for an outstanding experience. Clearly one of the best business investments I’ve ever made!”

Bradford Hatchett Managing Partner | Grantham Poole

“The Rainmaker Academy has changed my behavior. I spend more time in my week reaching out to prospects and referrals.  It is something that I am doing as part of my every day. It has been a huge help in allowing more time for connecting with others.”

Kathy Jensen Partner | CST Group

“The Rainmaker Academy program provides the perfect structure on which to base our business development efforts. Without question, it provides outstanding professional development opportunities and a very high return on our investment of time and money.”

Mike Parton Managing Principal | Coulter & Justus, P.C.

“Since graduating from the Rainmaker program, I have been able to leverage the skills I learned to increase new business sales in consecutive years. In the fiscal year leading up to my promotion, I sold just under $200,000 in new business across several service lines.”

Lance Drummond Principal | Clark Schaefer Hackett

“I could not be more happy with The Rainmaker Academy program. Using skills learned in the class, I am getting referrals on a regular basis, selling new projects to existing clients and bringing in new clients to the firm. If you put in the work, this class will pay for itself.”

Reed Chase Partner, Assurance Practice Head | Tanner

“Rainmaker took a refreshingly different approach to selling – one rooted in understanding our clients as people first. Their training was highly practical and grounded in real-world experience. The program brought our global firm closer and strengthened our ability to serve clients as one team.”

Kaitlyn Cockcroft Senior Manager, R&D Credits | Forvis Mazars

“I have been a part of various trainings focused on sales and business development. Probably the most focused, formal training I have received was The Rainmaker Academy. During the program, I was able to close the deal on over $800,000 worth of business.”

Sandy Shoemaker Partner | Plante Moran

“The results have been exceptional. From a pure ROI standpoint, the program has more than paid for itself. But what stands out even more is the development of our people and the positive impact on our clients. These aren’t just better rainmakers – they’re better advisors and teammates.”

John Lauseng Chief Executive Officer and Partner | Aldrich

“The Rainmaker team took the time to have a conversation … They didn’t ask ‘What do you need?’ but rather, ‘How does what you need fit into your goals?’ ”

Brett Settles Director of Learning and Development | PKF O’Connor Davies

Interested in a Custom Program?

We offer customizable programs for firms or associations with specific talent development needs based on any one or a combination of our standard programs.

Contact us for more information.