Mastering Value-Driven CS Meetings

Overview

You only get to make a first impression once. In this session, you'll learn how to make the best first impression, establish a clear path forward, and get customers excited about working with you. You'll also learn how to transition from kickoff to onboarding flawlessly, and resources for how to design Quarterly Business Reviews that inspire your customers to continue working with you.

Key Topics:

• Elements of a Successful Kickoff

• Pre-Onboarding Surveys and getting to know your customers

• Steps to designing a successful onboarding

• Onboarding mistakes to avoid

• How to design QBRs that will inspire customers, realign expectations and work toward a common goal