Follow up on your meeting with an email: Recap decisions, reaffirm priorities, and confirm next steps.
How to prioritize, productivity tips, and agenda templates to help you manage all your customer meetings.
Copy these four sample follow-up email templates to follow up on your missed meetings and book new ones.
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.
The 5 phases of the Challenger Sales Model, and why it's used by top-performing salespeople.
Email, phone call, shared notes...another meeting?
Instead of exceeding customer expectations, deliver a consistent experience that meets expectations, and "make it easy."
Creating an excellent handoff plan between your Sales and Customer Success teams makes the transition seamless. Use these meeting and email templates to get started.