
There are many ways Emissary advisors can help drive results. Sometimes an Emissary can help uncover a new opportunity. Sometimes, they’re leveraged to write targeted marketing materials. Whatever your goal, the Emissary team will guide you through the process of matching and learning from an advisor. Here’s how it works.
What Can your
Emissary Help with?

Account Strategy
Work together to build a custom, targeted account strategy for your prospect account.
Account Based Marketing
Use Emissary insights to build 1:1 marketing campaigns that surprise and delight those hard-to-crack accounts.
Opportunity Acceleration
Get 1:1 assistance to prepare for an upcoming pitch, create messaging that works, and navigate complex procurement processes.
Upsells, Expansions and Renewals
Identify new areas of opportunities and build long-term strategies to expand your existing client relationships.
Strategic Thinking
Go further than just thinking about one account to understanding how your solution fits into the landscape at large and identify the future direction of your organization.
Getting Started
Join the Emissary Network
Match with Emissaries from Your Accounts
Share Knowledge
Drive Results
The Engagement Process
Prepare
Account Strategy
Advisor Matching & Selection
Engagement Begins

Engage
Kickoff
Collateral & Strategy Review
Strategy Sessions
Strategy Executions

Next Steps
Continue with your Emissary
Engage with a different account
Implement the Emissary program across your whole organization
Continue to track ROI and iterate on your strategies
Want to join the Emissary network?
Contact us for more information on working with an Emissary, becoming an Emissary, or a general inquiry.
