To ensure you retain your clients and that they are satisfied, Strategic account consultant Venky Rao suggests weekly status reports, along with monthly and quarterly governance reports. The weekly status report ensures analyzing what is working or not working at an account level.
The governance reports are designed for you and your supervisor to figure out what key metrics are driving the account. For the quarterly reports, it is good to have the client involved in the meeting as well to make sure everyone is aligned. While these like old fashioned methods, they are a wise investment that is very beneficial for client retention.
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