Just like that first impression with the client, renewals are also vital in the client lifecycle. It’s important to follow these best practices to ensure a smooth process. Having a regular quarterly business review ensures continuous communication with the client. That being said, you also want to communicate when the renewal is approaching. Don’t wait…

Lessons

Renewal Engagement FAQ

Renewals can be a perfect time to discuss how clients can take PI to the next level. However, at renewal time it can be hard to get a hold of clients. Below is an FAQ around what you can do if a client isn’t engaged with you come renewal date:

Lessons

Introduction to driving value and engagement

Video Length: 1 Minute

Lessons

QBR

A Quarterly Business Review or QBR, is a great way to maintain client engagement. This way, if you weren’t able to try out those engagement ideas before, now’s your chance. This is something we encourage all partners do with their clients. Both client and partner can assess how the client is doing and look at…