Why saving meeting notes in folders is a big problem. Here's how you should organize your meeting notes instead.
Strengthen customer relationships. Keep everyone aligned. Improve retention. Communicate your value. The QBR is a big customer meeting with big goals. Learn how to ace it.
How to prioritize, productivity tips, and agenda templates to help you manage all your customer meetings.
Follow up on your meeting with an email: Recap decisions, reaffirm priorities, and confirm next steps.
Copy these four sample follow-up email templates to follow up on your missed meetings and book new ones.
We have noticed a funny trend that has been gaining momentum over the past few years. It’s easier for organizations to become disconnected from their customers needs, than it is to stay connected to them!
Why customer trust is so critical, and 9 ways to create more of it.
Avoid critical mistakes, such as forgetting to include a time zone, which can lead to meeting mishaps and missed calls.