Invite Executives
QBRs are the perfect time to pull in both internal and client-side leadership and provide them with visibility into your partnership. Be respectful of their time, and be sure to provide them a candid overview of successes and challenges so far. Having executives involved can help you get the resources you need to move things forward, and can set you up for success when renewal time rolls around.
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How to create a successful onboarding process
Why onboarding is crucial for customer retention
How to measure the success of onboarding
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