As a client success or account team leader, your goal is to have your team actively engaging with clients. But what recipe will work? Successful account growth strategies have a great balance of mutual accountability driven by strategic plans, quarterly business reviews (QBRs), and mutual action plans (MAPs) with associated responsibilities and tasks. Every great client meeting ends with a clear next step, a mutual plan, and a road for follow up.

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QBRs are flexible and can work within the framework of any business model. Invest the time to develop and implement QBR templates to create an open line of communication and effective means of hitting goals.

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Accountability is everything in building relationships with customers and prospects. But achieving the level of accountability your teams need to close the sale or gain the upsell is a lot easier said than done.

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