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Leading client meetings, with Jenny Plant

Account Management Skills

As the main point of client contact, you’re the one that needs to be seen to be facilitating and leading a meeting such as this. And actually, as main point of client contact, you’re the one that needs to be seen to be facilitating and leading a meeting such as this. And then facilitate the discussion.

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Why Every Customer Success Manager Needs Playbook(And How to Build One)

SmartKarrot

Playbooks can be created for any business scenarios, but for the sake of brevity, we will take the example of three critical ones: customer onboarding, issue resolution and, account growth. Furnish specific scripts or communication templates to facilitate renewal discussions.

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How to Supercharge Your Account Planning

Janek Performance Group: Account Planning

Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. For example, is there a top-level meeting you need to facilitate between their executives and your own? Think of the time and resources your marketing and sales teams invest in developing new relationships.

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Apr 11 – Customer Success Jobs

SmartKarrot

Facilitate recurrent business evaluations in conjunction with other corporate stakeholders to enhance our comprehension of client needs and pain points and to provide evidence of value.

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Apr 19 – Customer Success Jobs

SmartKarrot

Facilitate workshops and trainings on “Customer Success” Keep track of the project on a regular basis by being proactive with your clients and offering suggestions and best practises. Increase the value of CancerIQ’s client base by maximising account growth and renewal rates.

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Oct 12 – Customer Success Jobs

SmartKarrot

Identify cross organizational opportunities for account growth (expansion and new accounts). Lead and facilitate client meetings. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes. Develop upsell & cross-sell opportunities.

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Mar 24 – Customer Success Jobs

SmartKarrot

Maintain a balanced proactive/reactive relationship with your assigned accounts. Expand Impact.com’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority.