Presentations
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
View Other Examples
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