Dec 19, 2022 • Podcast

How do I conduct a year-end customer review?

Paul provides a three-step process to conduct a thorough year-end review with your best customers.

Show Notes

Get your year-end review scheduled, not to sell something, but to make sure your customer is capturing all the value that you promised.

Prepare for the meeting by gathering concrete examples of how your solution has positively impacted the customer.

Involve multiple decision-makers in this year-end review.

Ask for your customer’s feedback and opportunities for you to improve.

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