Delivering Strategic

Insights and Solutions

Assisting Small to Medium-Sized Businesses in

Reaching their Client Lifecycle Management

Objectives through Personalized and Innovative Solutions.

Get the competitive Edge you need

AMGB Strategic Advisors LLC is a team of seasoned professionals with over 65 years of combined experience in business solutions, team development, and M&A activities. We have gained valuable insights from our achievements and challenges, and we have evolved with the dynamic business and industry environment. We are dedicated to helping Small to Medium-sized businesses reach their optimal level of client service. We are specialists in Client Lifecyle Management and we can help you grow your business.

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Amy McKie

Founder & CLM Strategist

Amy McKie is a seasoned sales professional with almost three decades of experience in the Microsoft Dynamics Channel. She has witnessed and participated in the software evolution, from the early versions of Solomon, Great Plains, NAV, and AX to the latest Dynamics 365 & Microsoft suite. She has been involved in the business's consulting sales side, helping partners design, implement, and support solutions that meet the needs of their clients. She has been part of the team in several M&A deals, both as a buyer and a seller, and has learned how to navigate the complexities and opportunities that come with them and how to manage clients through these transitions. She has also led the way in cloud migration, helping partners transition their clients from on-premises to cloud-based solutions while ensuring security, scalability, and performance. Amy developed and implemented effective account management strategies and programs for partners to stay ahead of the competition and deliver high-quality solutions. She has also solved account management challenges, such as reducing churn, increasing upsell and cross-sell, improving customer satisfaction, and building long-term relationships.

Amy aims to offer strategic advice and guidance to businesses looking to grow smart by efficiently servicing their clients with her expertise and experience.

Greg Billing

Sr. Advisor

Greg Billing is a successful entrepreneur and investor with a proven track record of building and scaling businesses. He has co-founded and invested in several companies in the healthcare sector, demonstrating his entrepreneurial spirit and business acumen in various aspects of the industry. He is widely recognized as a visionary leader who can identify and capitalize on emerging opportunities.

One of his notable achievements was co-founding National MedTrans, a medical transportation company based in Ronkonkoma, New York. As the Executive Vice President of Field Operations, he led the company to become one of the leading providers of non-emergency medical transportation services in the United States. In 2018, he oversaw the acquisition of National MedTrans by United Healthcare, a leading health insurance provider in the United States. The acquisition was a major milestone for National MedTrans, enabling the company to offer its services to more customers nationwide.

Greg is now a Sr. Advisor, leveraging his extensive experience and expertise to provide strategic guidance and insights to our clients. He helps our clients navigate complex and dynamic business landscapes, identify growth opportunities, and achieve their business goals.

Inspiring You to Consider Areas of Improvement

It’s a common predicament: you want to deliver the best possible service to your clients, but you also have a lot of strategic projects to work on. You feel like there are not enough hours to do everything. Your managers are stressed, your team is exhausted, and you are worried about burnout. How can you create a sustainable work-life balance for yourself and your team while improving the client experience and increasing revenue?

That's the question we want to help you answer.

Areas of focus and where we make a difference

Strategies for managing the lifecycle of the client

Reach Acquire Convert Retention Loyalty
Arrow Circle Chart Diagram

Client Lifecycle Management (CLM) is managing the relationship between a business and its customers throughout their journey, from the first contact to the last purchase. CLM aims to optimize customer satisfaction, retention, loyalty, and profitability.

We can help streamline your CLM process and boost your performance by providing innovative solutions, expert guidance, and personalized support. Whether you need to onboard new clients, manage existing relationships, or optimize your workflows, we have the tools and expertise to help you achieve your goals.

We can review & provide tools and solutions for:

- How you segment your clients based on their needs and potential

- How you plan your account strategy and goals

- How you sell and what tools you use

- How you coach your account team members individually

- How you onboard new clients and make them feel welcome

- How you offer innovative products and services that add value

- How you cross-sell and upsell to your clients effectively

- How you communicate with your existing customers through marketing channels

- How you support your customers and resolve their issues

- How you ensure your customers achieve their desired outcomes

- How you retain your existing clients and keep them satisfied

Creating Pre and Post M&A Customer Strategies

Whether you are planning to merge with another company, sell your business, or just streamline your operations, it can all be a complex and stressful process for everyone involved, especially clients. We can simplify it for you and your customers. Let the finance team handle the numbers, and let us support you during the pre-planning process by arranging the client side and making sure everything is ready in advance. After the deal is done, we can help you merge your clients and create a comprehensive plan. We're here to assist you for as long as you need us.

Planning Phase

If your organization is feeling chaotic, we can help you bring some order and clarity.

Examples of where we can provide

support and guidance:

  • Analyze Client Agreements
  • Analyze CRM Accuracy
  • Analyze Client Lists
  • Analyze Products, Pricing and Support Agreements
  • Overall Client Due-Diligence

Integration Phase

We understand that client integration can be a daunting task, especially when you have other responsibilities to handle.

Examples of where we can provide support and guidance:

  • Develop a Client Communication Plan
  • Assist Account Team Transition
  • Develop Pricing Strategies
  • Update and Create Client Agreements
  • Support Post-Integration Activities

These factors can significantly impact the success of your transaction.

Encouraging you to identify areas where we can assist in your improvement.

AMGB Strategic Advisors LLC

Tel. (214) 886-3088


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