There is an art to perfecting client success plans in order to maximize value for your clients, increase retention and ensure the renewal.

In this episode Megan shares her perspective on how to truly partner with clients to develop client success plans, making the process a mutual undertaking.

Here are some of the topics included in this episode:

• Benefits of client success plans
• The process of developing client success plans
• Creating client journey success plans
• Improving the success plan process
• Defining client initiatives for each phase in the journey
• Reporting on progress of a client success plan

Highlights:

02:28 - the biggest reason for a client success plan

07:30 - what you want to move away from within your team & with clients

10:38 - phases of the client journey

19:15 - improving the success plan process

Follow Megan Huber’s Socials:

LinkedIn  |  Instagram  |  Facebook  |  Retreats  |  Consulting