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

Hubspot Sales

FEBRUARY 8, 2022

This tip is especially useful when combined with trigger events, as you can reach out to those leads and share content with them that relates to the event, like a webinar you’re hosting about client onboarding if you see that they’ve recently experienced growth. Use a CRM. Lost leads don’t have to be lost forever.

e-Learning 101

e-Learning CRM Client Onboarding Acquisition 101

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

PandaDoc

MAY 28, 2024

Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. Customer knowledge even transfers to other areas, such as improving client onboarding. Giving prospects the chance to speak ensures you meet their needs and give them what they want. What is consultative sales?

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

JUNE 18, 2021

Manage all aspects of client onboarding, including gathering information from customers, conducting webinar trainings and initial account setup. Review meetings, creating roadmaps and strategy review. Effectively communicate customer learnings to the sales and product team to help direct the roadmap of the company.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

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