Talent Optimization

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

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?…

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…

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…