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Customer name Add Customer Logo Date Presenter: @yourname from Company X

Customer name Add Customer Logo Date Presenter: @yourname from Company X. Agenda:. Recap customer’s journey with Company X Recommendations and objectives Product Roadmap and new releases Timeline and next steps. Your journey with company X.

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Customer name Add Customer Logo Date Presenter: @yourname from Company X

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  1. Customer name Add Customer Logo Date Presenter: @yourname from Company X

  2. Agenda: • Recap customer’s journey with Company X • Recommendations and objectives • Product Roadmap and new releases • Timeline and next steps

  3. Your journey with company X • Add relevant metrics showing how your product is helping your customer’s growth Add screenshots of relevant reports

  4. My understanding of your business (use Sales Navigator to source important news) • Important news: e.g You are launching in the US and APAC this year • You just raised ...$ • You currently have x open roles + hired x people this year • Your core business is: add business model + vertical • Your competitors: highlight competitors • Your objectives are ... • Metrics that matter to you are: CPL, FRT, NPS, CSAT, CPA etc... • Company X is helping you to achieve these goals by (add problems to solve or Job to be done)

  5. Metrics review(review high-level performance) • Add metrics

  6. Action Plan “Your recommendation to grow and retain this account”

  7. Add your company logo Time-frame: next 180 days Actions: • Product adoption (introduce a new product) • Feature activation (e.g, implementation of your new reporting feature) • Optimization of current usage (list top 3 optimization tips) Integration with Company X Time-frame: (next 90 days) Actions: • Product adoption (introduce a new product • Feature activation (e.g, implementation of your new reporting feature) • Optimization of current usage (list top 3 optimization tips) Time

  8. Example of new Product adoption: • Present USP of your new product • Customer’s benefits Add visual of your new product in action

  9. Example of optimisation: • List your top 3 recommendation • Customer’s benefits Add visual of product in action

  10. Product roadmap (present your roadmap and inspire)

  11. Questions?

  12. Next steps (agree on 2-ways commitment with your customers)

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