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How to run an Account R eview with your client : Partner Inbound Success Training

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.

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How to run an Account R eview with your client : Partner Inbound Success Training

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  1. How to run an Account Review with your client: Partner Inbound Success Training Tim Dearlove Inbound Marketing Consultant @tdearlove

  2. PC MESSAGE ME USING THE QUESTION PANEL CHATWITH ME! MAC

  3. Agenda 1 What is a review? Goals of the review 2 How to Prep for a Check-In 3 Outlining the Call 4 Presenting the Report

  4. 1 GOALS of the Account Review 2 Identify Success 3 Opportunities 4 Provide Value Next Steps

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  9. Prepping for the Review 1 2 Generate Report 3 GPCT Review 4 KeyWins Preparefor ?

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  11. 2 G P C T

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  14. OUTLINE THE CALL 1 Connect and build rapport then transition to the agenda 2 Establish and confirm business goals 3 Report Presentation: diagnosing the analytics 4 Provide feedback and create action items

  15. VAR Training: Months 8-12 Goal: Keep VARs up to date on product launches and changes in addition to using these features with their current clients Session Key VAR Specific 1:1Many 1:1 Consulting Product Training

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