Key Account Management activities. This is a draft but is only being published so that I can add How-To articles underneath.
Structured Routines
How to make a list of people to call
Playbook: How to manage at-risk clients
Playbook: How to leverage referrals and review from successful clients
What to do when a contract has become outdated
Shelter’s adoption count has grown / shrunk significantly
New features are needed
Subsidy status has ended
Tasks & Campaigns
Key Tasks
Making sure all Renewals are processed with updated info
Making sure all Deals have flawless entry in the fields that matter
Account Management Specializations
Account Executive
ShelterBuddy Onboarding
Adopets Onboarding
Customer Success & Account Management for existing clients
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