As a customer success or account team leader, your goal is to have your team actively engaging with customers. 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 customer 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 and trust are key elements in building relationships with customers and prospects. How can your sales and client success teams implement these elements to  close the sale or gain the upsell?

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