Consultant Resources

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…

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:

Video Length: 1 Minute

Video Length: 1 Minute

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…

Still don’t believe us about the power of Hero Points and Domo? Check out this success story of how we anticipated needs based on data. Video length: 2 minutes Additional engagement ideas Looking for additional ways to engage your clients. Use the tips and tricks below. Not sure what PI tools come with which modules?…

We bucket these into four different ranges as shown here. In our previous example, which group would that client belong to? If you said the green heart group, you’d be correct since they had a dollar per hero point value of 4.22. The reason we keep these different categories is because of the difference in…

Driving value can be tough if you don’t have insight into what your clients are doing. That’s why we created Hero Points! Hero Points are a driving source for understanding your client usage and value from the PI solution. They measure the overall health of a client. Why do Hero Points matter? How do Hero…

Video Length: 1 Minute Becoming a partner and onboarding a client can be a challenging process but it isn’t impossible! We want to make sure that you have the resources you need to be successful–and ensure your client is too. That’s why this series will cover the essential steps and documents available. As Vickiana mentioned,…

As mentioned, onboarding can be a crucial time for you to build relationships with your client. The initial kick-off call is a great way to prove you’re the consultant they need. The kick-off call will consist of the following topics: Talent optimization overview Implementation plan and timeline Workshops Tools and resources Next steps To be…

Creating a detailed implementation plan is key to the success of long term relationships with a client. The goal of the Implementation & Roll Out phase is to ensure that the stakeholders are enabled to implement PI across the job functions and departments covered under their client agreement. This lesson will cover the major steps…

There is a vast amount of resources available at your client’s fingertips to help them get started. However, two of the main ones we recommend will benefit those who might not know anything about PI or those who know the tools but need help getting started: Who is PI? The video to the right is…