How to run an Account Review with your client: Partner Inbound Success Training Tim Dearlove Inbound Marketing Consultant @tdearlove
PC MESSAGE ME USING THE QUESTION PANEL CHATWITH ME! MAC
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
1 GOALS of the Account Review 2 Identify Success 3 Opportunities 4 Provide Value Next Steps
Prepping for the Review 1 2 Generate Report 3 GPCT Review 4 KeyWins Preparefor ?
2 G P C T
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
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