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The Definitive Guide to Client Onboarding and Positive Customer Experiences

Nutshell

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. You may think that your welcome and monthly check-in emails are enough to keep your clients satisfied. Table of Contents What is client onboarding? Find out here.

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Top 7 mistakes to avoid in a Client Onboarding Playbook

SmartKarrot

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

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Cultivate a cross-selling culture

Red Star Kim

During the discussion on setting goals and SMART objectives there was a question about how to calculate the share of wallet for professional services clients and referrers. Professional services marketing has grown from a “dearth of data” culture although more firms are increasing their data capabilities and are becoming more data-driven.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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”. 800,000 global company profiles and 15,000 reports.

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Productizing Professional Services So They're More Predictable

Liston Witherill

It can be tempting to go to a new market or a new problem, but start with something familiar and go deep on that. I like to focus on a type of client and then deliver more solutions to them because it makes selling and marketing a lot easier and more efficient. You’ll also have the ability to market effectively.

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Single Customer View: What it is and why you need it

Insightly

Marketing channel interactions. Single customer views aggregate a customer’s behavioral data, including website interactions, form submissions, and time on site data (among many other metrics) to allow marketers to make split-second decisions on their audiences’ preferences and buyer’s journey. Marketing Channel Interactions.

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Key Account Manager vs Sales Manager: Navigating the World of Digital Key Account Management

DemandFarm

To achieve this, they devise and implement sales strategies tailored to their target market. By fostering long-term relationships, Key Account Managers ensure a steady flow of revenue and increase the client’s lifetime value. Collaboration Sales Managers: Work closely with marketing, product development, and customer support.