Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Some firms provide templates of different types of KAM meeting types.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

PandaDoc

MARCH 9, 2024

Lattice – Your best Slack Integration for HR Leverage Lattice’s integration with Slack to: Share feedback with your co-workers and managers Get automatic notifications about conversations happening on Lattice Create one-on-one meetings and discuss agendas Give praise to your team members on public channels And do lots more!

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. Organises project meetings and motivates the team by praising contributions. User feedback should be reported to guide product direction.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

JANUARY 10, 2023

Implementing a defined strategy to aid and hold clients accountable to their overall video goals from the timing of production to using the videos to gain ROI. Meet predefined retention and revenue goals, and drive an accurate, iterative forecast. Help clients onboard onto the platform, providing training and support as needed.

Customer Success 19

Customer Success Supply Chain Co-Creation Client Onboarding 19