Customer Success

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1. Populating KPI trackers
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1.1 KPI tracker into Master tracker
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2. How to use Leankit
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3. How to use Salesforce
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4. Monthly Call Content
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5. End of CSP options
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6. Dental 101
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7. Customer Conversations and AvA-V structures
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7.1 Kick off Call and customer Introduction
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7.2 CANTMISS Framework
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7.3 PPFT and Rapport Framework
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7.4 Wording for speaking to VIP about KOC
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7.5 Email Introduction for Kick Off Call
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8. Trial shows
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8.1 Oasis to Ascend Trial Shows information
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9. Receiving a new order from sales
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10. D4W Health Checks
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11. Oasis Health Checks
12. Other PMS Health Checks
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13. MPC analysis - ADD TO
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14. Using Bomgar
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15.1 Discussion of Recall for Support
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15.2 Discussion on Reminders
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15.3 Discussion on Reminders for Support
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16. Discussion on Online Booking
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17. Monthly Call Structure
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18. Sales Methodology
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18.1 Example of a D4W to Exact flip sale from BDS
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18.2 Discussing Customer Success Program with a prospect
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19. Conducting webinars
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20. Calendly booking
21. Monthly Reporting Requirements
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22. COVID-19 Bounce Back Plan

Customer Success

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17. Monthly Call Structure

17. Monthly Call Structure

Owned by Sam Bain (Unlicensed)

Jan 28, 2020

1 min read

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