CUSTOMER TRANSITION ALIGNMENT MEETING
[CUSTOMER NAME] + [COMPANY NAME]
[MONTH] [YEAR]
REPLACE WITH TRANSPARENT
CUSTOMER LOGO
Thank you, we
appreciate your partnership.
MEETING AGENDA
1.
ALIGNING ON YOUR BUSINESS
3.
2.
5.
4.
TEAM INTRODUCTION
CONFIRMING YOUR GOALS
PARTNERSHIP REVIEW
NEXT STEPS
YOUR BUSINESS
[NAME]
[TITLE]
EXECUTIVE SPONSOR
[NAME]
[TITLE]
DAY-TO-DAY LEAD
[NAME]
[TITLE]
TECHNICAL RESOURCE
[NAME]
[TITLE]
OPERATIONS
[NAME]
[TITLE]
BILLING
[CUSTOMER NAME] KEY STAKEHOLDERS
Describe the company - Find insights and information on their website, G2 and other online resources to ensure alignment.
WHO YOU ARE
Who are their customers? What industries do they support? Size of customers they target - Enterprise or SMB; Examples of marquee brands.
WHO YOU SERVE
Talk about what they do - What problems they solve for their customers. Discuss the use cases and other details.
WHAT YOU DO
YOUR BUSINESS
PARTNERSHIP EXPECTATIONS
ENGAGEMENT
What does your ideal engagement model look like for the partnership?
COMMUNICATION
What is your preferred method of communication? Email? Phone? Text? Chat? Video?
SUCCESS
What does success look like for the partnership?
WHAT DO YOU WANT ME TO START DOING AS I TAKE OVER THE PARTNERSHIP THAT HADN’T BEEN DONE BEFORE?
WHAT DO YOU WANT ME TO STOP DOING AS I TAKE OVER THE PARTNERSHIP? ARE THERE THINGS WE WERE DOING THAT WERE NOT BENEFICIAL TO YOU AND THE TEAM?
WHAT DO YOU WANT ME TO CONTINUE TO DO AS I TAKE OVER THE PARTNERSHIP? ARE THERE THINGS THAT WE WERE DOING WELL THAT WE SHOULD KEEP DOING?
START, STOP, CONTINUE
2. TEAM INTRODUCTION
YOUR DESIGNATED ACCOUNT TEAM
CUSTOMER JOURNEY
PARTICIPATION IN OUR CUSTOMER OBJECTIVES REVIEW MEETING
RECURRING CADENCE OF ENGAGEMENT
ONGOING PARTNERSHIP AND PRODUCT FEEDBACK
ALIGNMENT ON YOUR BUSINESS OBJECTIVES
PARTNERSHIP ALIGNMENT
3. GOAL SETTING
GOAL 1
Please define your core KPIs for tracking the success of this goal.
GOAL 2
Please define your core KPIs for tracking the success of this goal.
GOAL 3
Please define your core KPIs for tracking the success of this goal.
YOUR TOP 3 PARTNERSHIP GOALS
4. PARTNERSHIP
REVIEW
COMPLETED
IN
PROGRESS
NOT
STARTED
DEFERRED
AT RISK
PROGRESS TO DATE
SUBSCRIPTION REVIEW
DETAILS | |
Renewal Date | |
Opt Out | |
Auto-Renewal Date | |
Full License Count | |
Full License Cost | |
Lite License Count | |
Lite License Cost | |
NPS | |
CURRENT SENTIMENT
CONTACT NAME AND TITLE | CURRENT NPS SCORES | COMMENTS |
Michael Title | 8 (September 2021) | |
| 5 (October 2020) | |
| | |
| | |
| | |
5. NEXT STEPS
NEXT STEPS
THANK YOU