Check in with your biggest customers
Your biggest customers should feel special. This free guide gives you a simple two-rhythm routine that shows them how much they matter, and keeps you close to how their business is changing.
No email required. No forms. Just the guide.
At a glance
- Time: 30 minutes half-yearly, 60 minutes annually
- Who: the account owner, plus a senior sponsor for the annual review
- You leave with: two or three actions per account, each with an owner and a date
Who it’s for
For whoever looks after your most important customers, in person or by video. Already run account reviews? Use it as a reminder and a checklist of good practice. Starting out? Follow the routine and agendas as they are.
What’s inside
- How to prepare: their feedback, your commercials and their changing business
- Who should lead each conversation
- Running it by video
- One agenda structure for both conversations, with extra depth in the annual review
- The questions that build the relationship, including “What else could we offer?”
- An account action log to close the loop next time
Using iAssistYU?
Send your Annual Business Review survey before the sit-down, so you walk in with their view in writing. iAssistYU remembers who said what and when, so you can open each review with their own words.
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iAssistYU turns customer feedback into action plans that drive revenue, retention and loyalty. Large enterprise-grade insight without the enterprise-level pricing. Built by a team with 25+ successful years in customer feedback.
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