YOUR PATH TO A

SUSTAINABLE, HAPPY CUSTOMER

All of the work that has gone into marketing, pre-sales qualification, and finally walking the customer through the closing process to put them at your door.  What happens then?  How do you ensure you can maximize the revenue path for each account without annoying them to death?

Allow your customers to take a deep breath + feel supported with the Account Management runbook.

Let's chat about QBRs and Customer Growth

WHAT'S THE PROCESS?

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Data Validation

Highlighting every potential path in a customers post-sale lifecycle and identify opportunities for improvement.

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Implementation

Onboarding Account Managers to streamline customer communication + maximize revenue

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Deal Management

Establishing org-wide best practices for handling customer expansion responsibly.

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Rollout

Launch with newly refined processes to empower your customers closes advisors.

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Revenue Path + Value

Visualizing the opportunity landscape across your customer base and quantifying its value.

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Execution Plan

Your run book - everything you need to operate + scale your own turnkey solution.