This checklist is designed to ensure that all aspects of account management are covered effectively. It serves to streamline the process of managing client accounts, ensuring consistent communication, and maximizing customer satisfaction and retention.
Check the current details of the account, including contact information, purchase history, and contract terms.
Schedule regular meetings or calls with the client to discuss their needs and any upcoming projects.
Analyze the client’s usage patterns and requirements to identify potential upsell or cross-sell opportunities.
Gather feedback from the client regarding the services/products provided to ensure they are satisfied.
Keep a record of all communications with the client, including emails, calls, and meetings.
Discuss and review the client's goals and objectives to align your offerings with their needs.
After meetings, ensure that all action items are followed up promptly to maintain trust and communication.