Concierge Consulting

Madison Advisors’ Continuous Advisory Services (CAS) program is an essential business tool for helping clients in all industries be proactive when it comes to maximizing efficiency, profitability and keeping up with important industry trends. As a member of the CAS program you can take advantage of:

Client-directed Custom Consulting Days

Your customers require a personalized world, why should your company be different? We offer custom consulting services focused on your company’s topic of choice.

Bi-annual Strategy Briefing

Enjoy bi-directional strategic briefings that provide updates on strategic vision and key initiatives, industry trends, events and new opportunities.

Unlimited Inquiry Access

Receive unlimited inquiry on industry trends, best practices or day-to-day operational advice with quick, responsive access to Madison Advisors’ senior analysts.

Our Concierge Consulting offerings are designed for:

Research Resources

Madison Advisors is a provider of market intelligence and consulting services for companies ready to fully examine their Customer Communications Management (CCM) strategies, with a focus on how CCM supports a positive customer experience and engagement. Our ongoing research and content support services help clients make fact-based decisions on business processes and the technology to support them.

Published Reports

CAS clients have complimentary access to all studies and briefs published during their contract term.

Content Services

For content support on your own website, in presentations or in marketing materials, CAS clients have full rights to repurpose Madison Advisors’ research, research briefs or research content.

Our research is applicable to:

Go-to-Market Support

This component of the Continuous Advisory Services (CAS) program is specifically for Service and Technology Providers seeking to become a trusted partner in the Customer Communications Management (CCM) market. Drawing on our industry expertise to provide competitive and customer insight we offer the following support:


Three-tiered Sales Support Aligned with Need and Budget:

1. General opportunities – Informing Service and Technology Providers of RFP opportunities as part of a formal vendor selection process
2. Exclusive opportunities – Identifying a strategic fit with a prospect and reaching out to Service and Technology Providers exclusively
3. Sales acceleration – Assisting in expediting the sales process with an existing prospect when third party perspective is required

RFP Response Support

With our insight into the requirements of requesting organizations, we provide assistance to our CAS Service and Technology Providers when responding to RFP opportunities. This support is for RFP opportunities not issued by Madison Advisors. Of course, information provided, general or specific, is limited to that which does not violate NDA with our clients.


Client Events

Our analysts and consultants are available to support our CAS Service and Technology Providers during customer or industry events by presenting an independent and objective third-party expert view at the event either as a speaker or an expert panel facilitator or participant.

Our Go-To-Market Support is available to: