Customer relationship management is the engine that drives your business forward. Gain an unparalleled understanding of your clients' needs and the value you can provide them with our customer check-in template.
Increasing retention and strengthening customer relationships depend on how you conduct customer check-ins. This meeting note template is designed to distill valuable insights from every customer conversation through the following steps:
- Simplifying the gathering of all relevant information
- Becoming the input for follow-up client meetings and actions
- Sharing this information with your team so they can better serve your customer
Our customer check-in template is ideal for teams of all sizes, from individual sales reps paying a visit to a client's office, to small startups getting their customer success team off the ground, to enterprises revamping their customer relationship management to be more robust.