Confirmed: FastTrack Meeting #3 - QBRs
You’re all set for your next FastTrack meeting – but there are a few things you should look at first.
During your third FastTrack session, we’ll be covering a lot of content. Be sure to come prepared by:
- Preparing a list of your product offerings – such as managed services, managed security, backup, etc.
Completing this step is critical to ensuring everything goes smoothly.
- Understanding how to create an effective product catalog
- Understanding how to create and deploy planner item content based on company needs
- Understanding how to present the planner roadmap to clients
- Understanding how to manage notes and follow-up
- Understanding how to score clients
- Understanding how to review consolidated planner reporting and sales matrices
It’s not necessary for you to have explored these functions already… but it never hurts. See you soon.