Client Success Q1 2023 Workshop: Level Up

Account Management

Client Success Q1 2023 Workshop: Level Up

Questions 3 of 18

Timer
240
Score
0

___________________ is the process of organizing and planning how much time you spend on various activities in order to achieve your goals efficiently.

Time management

Client journey

Quarterly business review

Systems thinking

Questions 4 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

The best way we can positively contribute and improve the client experience is with _____________.

Communication

Net Promoter Score

Client churn

Fire fighting

Questions 7 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

______________ involves addressing problems after they occur, focusing on immediate fixes rather than long-term solutions, and often results in a firefighting mentality.

Reactive management

Systems thinking

Onboarding

Proactive management

Questions 10 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

The following items are parts of a Quarterly Business Review, except one. Kindly identify

Client feedback

Invoice payment follow-up

Introduction

Wrap up

Summary of goals

Questions 12 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

Fill in the blank: Objection handling can benefit the client relationship by __________ .

Increasing satisfaction

Building trust

All of the above

Improving communication

Questions 13 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

The following items are the outcomes of having QBRs, except one.

Get feedback on CS performance

Discuss growth and encourage additional seats

Design the team’s logo

Gain insight to help mould CS’s strategies

Questions 14 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

The following items are the outcomes we receive from Account Managers, except one. Kindly identify

Strategic goals of clients and ramp plans

Enhance the client experience

Meeting cadence

Proactive communication with clients

Questions 17 of 18

Timer
240
Score
0

Client Success Q1 2023 Workshop: Level Up

The following items are benefits of managing your time, except one. Kindly identify

More quality work

Unpaid invoices

Increased productivity

Reduced stress

Client Success Q1 2023 Workshop: Level Up

You finished!

During an account review, the CRE discusses the staff or team’s highlights.

Part of an Account Manager’s scope of ownership is the NPS.

___________________ is the process of organizing and planning how much time you spend on various activities in order to achieve your goals efficiently.

The best way we can positively contribute and improve the client experience is with _____________.

Part of a Client Relationship Executive’s scope of ownership is Consultative selling

One of the purposes of having QBRs is implementing a reactive approach.

______________ involves addressing problems after they occur, focusing on immediate fixes rather than long-term solutions, and often results in a firefighting mentality.

Client experience is the overall feeling someone has when interacting with Cloudstaff, across every stage of their journey.

One of the purposes of having meeting cadence is fixing the problem before it arises.

The following items are parts of a Quarterly Business Review, except one. Kindly identify

Client Care Assistants are responsible for the end to end process of new JR’s

Fill in the blank: Objection handling can benefit the client relationship by __________ .

The following items are the outcomes of having QBRs, except one.

The following items are the outcomes we receive from Account Managers, except one. Kindly identify

Part of an Account Manager’s scope of ownership is the client onboarding journey.

An example of Proactive Management in Action in establishing preventive maintenance schedules.

The following items are benefits of managing your time, except one. Kindly identify

Don’t be afraid to let a client know you are unsure of the answer, but you are finding out for them.