Services To Make YOUR Organization Stand Out
Attract, Grow, Retain
Services To Make YOUR Organization Stand Out
Attract, Grow, Retain

Relationship + Onboarding Strategy

Marketing works hard to bring new members to your organization. They arrive at your door, prepped and ready to make a sale. The cost for this marketing and sales powerplay is expensive as it costs 5 times more to acquire new customers than it does to keep an existing one. Therefore having a consistent and tracked on-boarding strategy is so incredibly important.

Hard hitting statistics:

Average members close within 12 months of opening a membership
new members product holdings, within the first 12 months, are acquired in the first interaction (the first time they see a sales person)
The average number of products of a new member 12 months after joining
attract grow retain graphic
attract grow retain infographic

Branching & Marketing Strategies – Using Data To Drive Results

At Satori, we offer many services designed to make your organizations more efficient. Here are just a few:

  • Branch hours and transactional review
  • Branch closures
  • New branch opening (Location analysis that includes where members shop)
  • Member Journey Mapping
  • Product and service audits
  • Member satisfaction survey results compared to transactional data
  • Census and third-party overlay data to drive marketing strategies
  • Much, much more…

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Let’s Get Started!

Contact us and let’s make change happen

Let’s Get Started!

Contact us and let’s make change happen

About Satori Consulting Inc.

Satori Consulting Inc. is a leading Canadian owned business management consulting and leadership development firm, based in Dundas, Ontario. Being based in Ontario works well for our team, but we are also national and global in scope, providing management consulting services from coast to coast within Canada and internationally.

We bring a unique, cross-disciplinary approach to our clients’ challenges, ensuring the right balance of expertise, real world experience, and best practices in business analytics, strategic planning, board governance, organizational effectiveness, executive coaching, talent acquisition and leadership development.

Providing expertise in credit union consulting, insurance industry knowledge, academia (coaching and teaching), general business management solutions, leadership development and team building – Satori Consulting Inc. offers all Everything DiSC® products along with many other personality assessments. SCI is passionate about management consulting and partnering with clients that want change.