Health education company


  • Boost customer loyalty
  • Increase Key Loyal Accounts
  • Replace gut feelings with hard numbers and action plans

Brookeside Approach

  • Analyze existing client relationships and loyalty to provide a baseline
  • Provide customized action plans, account manager training and leadership coaching
  • Measure results with Brookeside’s salesEQUITY


  • 40% increase in Key Loyal Accounts in three years
  • Improved ability to meet growth goals
  • Data-driven platform for measuring performance going forward

“The insights on a client-specific level, as well as an aggregate level, have allowed us to sustain high client retention rates. We know that our investment keeps us informed when we need it most.”

          -Vice President