Periodic Reviews with the Client
What are Periodic Reviews? Periodic reviews are structured meetings with your client, set at a regular cadence, to assess the client success plan, establish KPIs, and gather performance feedback. This forum is designed for open, collaborative conversations, intentionally avoiding topics like scope and price, which can introduce barriers to honest discussion. These meetings are typically […]
Client Health & the Feedback Loop
What is Client Health? Client health involves using data and feedback to better understand how your clients experience your services, so that you can ensure you and the team are fulfilling upon your clients’ needs and the experience you are wanting to create for them. In addition, it helps predict client satisfaction, engagement, and the […]
