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The 4-Point Checklist to Stop Bleeding Customers
Manage episode 428407721 series 2948163
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Jake dives into the critical aspects of client engagement and retention by addressing key issues in client management. He emphasizes the problem of using monthly check-ins and QBRs solely for updates and suggests enhancing these interactions with industry insights to support professional growth. Jake introduces a strategy for initiating renewal discussions 120 days in advance and highlights the importance of building multiple relationships within a company to avoid dependence on a single point of contact. He also shares insights on setting and tracking SMART goals to ensure clear, impactful business outcomes, aiming to strengthen client relationships and prevent churn.
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What will it take to innovate your sales organization for the modern buyer and consistently stay at the forefront with technology and AI?
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