Meet Stressed Out Samantha
Samantha is stretched thin trying to track
client review meetings and follow-ups
using spreadsheets and notepads.
Stressed Out Samantha works tirelessly to constantly identify which clients need to be scheduled for their next review. Her tracking system is scattered throughout spreadsheets, notes, CRM – and even in her head.
In addition, Samantha is responsible for preparing for client meetings, tracking meeting notes, following up with clients, and assigning action items to team members post client reviews.
That's a lot to keep track of!
Samantha longs to leave work at work so that she can have a peacful nights sleep. She dreams of having a single place to track all of her clients and automatically get notified for when she needs to schedule a client check-in.
Samantha wants to stop keeping track of clients in her head and instead wishes for a single source of truth to deliver on client promises.
Track all of your past client meetings, topics, and dates to know when you last met with a client and get prompted when it’s time to schedule their next review meeting.
Book a callEasily prepare for client meetings with best practice workflows that efficiently assign preparation tasks to the accountable team members
Book a callRecord notes, assign tasks, and begin workflows to ensure projects discussed with clients during meetings are properly tracked, actioned, and delivered.
Book a call
Track all of your past client meetings, topics, and dates to know when you last met with a client and get prompted when it’s time to schedule their next review meeting.
Book a callEasily prepare for client meetings with best practice workflows that efficiently assign preparation tasks to the accountable team members
Book a callRecord notes, assign tasks, and begin workflows to ensure projects discussed with clients during meetings are properly tracked, actioned, and delivered.
Book a call
Automated reminders ensure that you never forget to schedule a review meeting with a client.
Stop running manual and time consuming reports from your CRM or trying to track client review processes using spreadsheets.
Automations identify opportunities for further engagement based on client needs and important milestones.
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