Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Some firms provide templates of different types of KAM meeting types.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

MARCH 16, 2023

Remember face-to-face significantly more effective with existing client referrals Link cross referral approach into KAM programme Use some of the tools from today as a way to invite the M&BD team into the ad hoc / currently not delivering programme that exists just now Understand that the diamond model is key – Measurable actions (i.e.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

JUNE 12, 2023

Produce written and spoken content, host webinars, and conduct one-on-one training sessions. As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Organises project meetings and motivates the team by praising contributions.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

JUNE 18, 2021

Coordinate client deliverables and automation rollouts with engineering and revenue cycle operations departments. Work directly with sales leadership to support customer expansion. Use client data feeds and Alpha Health data inputs to organize performance deliverables and insights. Hire, mentor, and train customer success team.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10