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RE: Executive level engagement during an onboarding process

Hi - a few ideas that we have used. Not sure if that really 'creative'... - Drop the executive an abridged quarterly update note via email. A 'no-action' required email that is purely informative, quick read - Provide a financial update via email (usually best if you've been able to bring costs...


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

So we def capture the specific goals of the clients. We are a transactional sale but our product is very robust. So we created a framework to help us understand the customer. WHAT HOW WHY What do they want to do? How do they want to do it? Why do they want to do it? This allows us to clearly...


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Executive level engagement during an onboarding process

Hi GGR Community, I am working on tackling some New Year Resolutions in my customer implementation/onboarding lifecycle on other ways to provide engagement or value to an Executive Sponsor during an onboarding process. I currently have existing touchpoints in our process, but I am looking to...



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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Piggy Backing on this useful info from Riccardo - I've found thats its useful to tie your categorization to the existing playbooks/set of processes that you have in place to drive valuable customer actions (assuming you have some customizable playbooks for various churn risks, expansion...


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

That's really helpful thank you Riccardo. Do you have a generic example of a category and the internal action you might drive off that? I appreciate this may be confidential so no worries if not! -- Jack Choppin GoProposal --


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Hi Based on my personal experience so far, we need to keep goals specific to each customer and allow them to define as better fits to them, but we need to categorize them to make them actionable with consistent and repeatable approaches, which will evolve as we learn or improve. While goal...


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Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Hey guys, I'm interested in how you utilise client's goals in your actions, and whether you categorise them or allow the client to define them uniquely on a case by case basis. I can see the benefit of having several categories that you assign a client's 'goals' to, but I can also see the...



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RE: Switching customers from monthly to annual billing

Hi Andrea, I am in agreement with Srikrishnan. It really depends how many clients you have and in what segments. Here is an example from my experience going through this process: At the time, my company was only offering a month-to-month subscription, and I realized that if a key account churned...