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Boost Accountability with
Mutual Action Plans - MAPs
Mutual Action Plans (MAPs) are collaborative tools to navigate prospect and client journeys in step with your teams.
They include due dates, responsible parties, and descriptions of each step to keep everyone in line.
Grow Together with
Quarterly Business Reviews - QBRs
Quarterly Business Reviews (QBRs) are a staple of most CS Teams.
Give a comprehensive overview of your clients' success in the past quarter, while making room for open and honest communication about things that aren't going as well.
Onboard Clients Successfully with
Client Onboarding Checklists
These checklists are used to create consistency and accountability in the client onboarding process.
Ensuring a positive experience is crucial for incoming clients. Effective and measurable communication and collaboration is the key to ensure a clear path to success.
Optimize Renewal Process with
Client Renewal Checklists
These checklists are used to optimize your process, engagement, automation, and visibility to ensure successful renewals.
Every renewal requires reflection and an opportunity for continued value. Increase visibility and accountability while reducing confusion to unlock healthy conversations and new potential.
Be Proactive with
Customer Touchpoints
CS Teams need to be proactive in their approach with clients, so just talking to them when something is wrong or during renewal time is simply not enough. Regular check ins with your clients can help to show your value and encourage more usage of your product, and if you do it right, they can all be automated and not require much of your CSMs valuable time.
Drive Momentum with
Meeting Recaps
Meeting Recaps are a simple but effective tool for all Client Success team members.
Confirm what was discussed in the meeting, assign next steps, and create a clear plan of action.