Data Tools
Impersonation Tool
What is the tool you use to find data for classic products?
Hierarchy, Total ARR, Renewal Date, Products
What are items to research when prepping for a client call?
Assume your audience has less time than you; be ___ and ____.
What is clear and concise.
One of the biggest diffrences is in the CSM and CSA team are _____ and _____, respectively
What is proactive and reactive?
[Formats] The Ask, the Why, and the Details
What are the requirements for a Deal Desk submission?
Pendo
Introductions, Brightly Updates, Key Takeaways
What are example agenda items?
The summary, the action items, and the key takeaways are some examples
280 is the team goal for this KPI
What is referrals?
This is the turn-around time for Finance related questions.
What is 3-5 days?
HVAC, Roofs, Doors, Health and Safety
What are good examples of assets that a client would track?
Linked In, Industry Information, and Client's Website
What are outside resources you can use to prep for a client call?
This team is the best team from which to gather industry trends and data sheets.
What is the Sales team?
100% Referenceability
What is the Client Success "rally cry" for 2023?
Stand Ups, Social Events, Sprint Reviews
What are some examples of optional meetings?
Executive Summary
Green Lights
What are open opportunities, positive call notes, and referenceable clients?
This team is the best team for which to gather information about bugs and product how-to questions?
What is the LST or Support team?
This is the team that is responsible for negotiating Renewal contracts.
Who is the Client Success team? (we'll also accept the Renewals team)
This is the name for documented strategies or set of best practices
80 Reactive/20 Preventative
What is the minimum ratio for the two types of work order tracking?
Key Stakeholders
Who are Account Owner, Support Team Members, and Project Managers?
RFP is an acronym for what event?
Request for Proposal
97% is the target
This is the number of memes Michael had in his presentation today.
What is 6?