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Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved. Proactively address gaps in product adoption and work with customers in order to achieve account health. Work with customers to discover and understand their needs to help them develop a tailored Restocq onboarding process.
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Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing clientrelationships. Kapta is a key account management platform. We chatted about: – the importance of having a client development plan.
If you’d like help raising your account management game, then take a look at my Account Accelerator programme, where you work with me for nine weeks. I help you with the tools, strategies, and all the support you need to implement a repeatable and systematic approach to accountgrowth for your agency.
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A renowned influencer, Customer Success thought leader, and strategist, Donna Weber has literally written the book on customer onboarding: Onboarding Matters. Donna is known for helping high-growth companies acquire and retain loyal, happy, and satisfied customers. to career growth through individual coaching and mentoring.
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