A Better Way of Conducting Customer Due Diligence

An accelerated yet rigorous approach to assess the strength of a target company’s critical accounts and identify strategic growth opportunities.

Step 1: Design

The process starts with a kick off meeting where we review confidential information materials (CIMs). We then define objectives, develop a questionnaire, and determine which customers to interview.

Step 2: Execute

The target company sends its customers an email informing them that Strategex has been asked to conduct a customer satisfaction survey. At no point is a pending transaction disclosed. After this announcement is released, our researchers conduct in-depth telephone interviews with the target company’s customers. We provide updates twice a week, including detailed transcripts of the conversations.

Step 3: Actionable Follow Up

We transform research findings into an objective assessment of the strength of customer relationships, and identify at-risk accounts. We also provide a set of prioritized recommendations to retain key accounts post-close, in addition to insights which can be used to develop a post-close playbook for accelerating value creation. After closing, we come on-site to present the findings with the management team.

Monitor Progress and Reevaluate

We’ll check in regularly to assist in the implementation of the recommendations. When the time is right, we’ll restart the process and develop the next iteration of customer improvement recommendations.