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.
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.
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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”. 800,000 global company profiles and 15,000 reports.
SmartKarrot
OCTOBER 19, 2022
Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.
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. Make and update videos and material for the online training centre. User feedback should be reported to guide product direction.
SmartKarrot
JUNE 18, 2021
Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.
SmartKarrot
MAY 24, 2021
Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Lead online webinars & demos to educate customers on the features of the product.
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