Account Review
Customer success – beSlick
It’s always worth setting aside time for regular account reviews with your clients, to ensure they’re happy and so you can promptly deal with any concerns that may arise. Here’s an outline of what to consider when setting up an account review.
This process features on our list of 25 processes every business needs.
1Arrange meeting with client
Due: 0 days after task is started
Importance: Essential
2Invite colleagues
Due: 1 day after task is started
Importance: Optional
3Set agenda
Due: 3 days after task is started
Importance: Essential
3.1Share agenda with client & colleagues
Due: 3 days after task is started
Importance: Essential
4Prepare data
Due: 5 days after task is started
Importance: Essential
5Prepare presentation
Due: 7 days after task is started
Importance: Essential
6Attend meeting
Importance: Essential
6.1Discuss what’s going well / not well
Importance: Essential
6.2Run through presentation
Importance: Essential
6.3Record actions
Importance: Essential
Actions: *
*Required to complete step
7Send summary emails with actions
Importance: Essential
8Complete actions
Importance: Essential
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