It's account review time.

One of the few times a year you get face to face feedback with your customers.

Document & capture what's discussed so it's clear as to what needs to be accomplished in order to maintain and grow the relationship.

Example Map

  • Identify growth opportunities
  • Keep a list of issues that need to be resolved
  • When possible, come up with resolutions during the discussion and let your customer know what you're planning to do in order to address
  • A quick way to let the people at the office know what they need to do
  • Use the presentation feature to make your pitch in a unique and dynamic way
Presentations Example

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