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How to run an Account Review with your client:

Partner Inbound Success Training

Tim DearloveInbound Marketing Consultant @tdearlove

PC

MAC

CHAT WITH ME!MESSAGE ME USING THE QUESTION PANEL

What is a review? Goals of the review

How to Prep for a Check-In

Outlining the Call

Presenting the Report

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Agenda

3

GOALS of the Account Review

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Identify Success

Opportunities

Provide Value

Next Steps

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2

3

4

Prepping for the Review

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Generate Report

GPCT Review

Key Wins

Prepare for ?

1

G P

C

T

Success

Goals

Plan

Challenge

Time

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3

4

OUTLINE THE CALL1234

Connect and build rapport then transition to the agenda

Establish and confirm business goals

Report Presentation: diagnosing the analytics

Provide feedback and create action items

VAR Training: Months 8-12Goal: Keep VARs up to date on product launches and changes in addition to using these features

with their current clients

How to Run An Account Review

Ongoing New Product Training

VAR Specific 1:1Many 1:1 Consulting Product

Training

Session Key