how to run an account r eview with your client : partner inbound success training
DESCRIPTION
How to run an Account R eview with your client : Partner Inbound Success Training. Tim Dearlove Inbound Marketing Consultant @ tdearlove. PC. MESSAGE ME USING THE QUESTION PANEL. CHAT WITH ME!. MAC. Agenda. 1. What is a review? Goals of the review. 2. - PowerPoint PPT PresentationTRANSCRIPT
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How to run an Account Review with your client:
Partner Inbound Success Training
Tim DearloveInbound Marketing Consultant @tdearlove
PC
MAC
CHAT WITH ME!MESSAGE ME USING THE QUESTION PANEL
What is a review? Goals of the review
How to Prep for a Check-In
Outlining the Call
Presenting the Report
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Agenda
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GOALS of the Account Review
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Identify Success
Opportunities
Provide Value
Next Steps
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2
3
4
Prepping for the Review
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Generate Report
GPCT Review
Key Wins
Prepare for ?
1
G P
C
T
Success
Goals
Plan
Challenge
Time
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3
4
OUTLINE THE CALL1234
Connect and build rapport then transition to the agenda
Establish and confirm business goals
Report Presentation: diagnosing the analytics
Provide feedback and create action items
VAR Training: Months 8-12Goal: Keep VARs up to date on product launches and changes in addition to using these features
with their current clients
How to Run An Account Review
Ongoing New Product Training
VAR Specific 1:1Many 1:1 Consulting Product
Training
Session Key