How often should you be having onboarding calls with your clients to check on their progress?
- As often as specified by your service agreement with them
- As often as deemed necessary, as specified by them
- Once a week
- Once a month
- True or false? Your team should insist on having all major stakeholders join planning meetings and consider having the CMO, IT, Sales managers, and other internal departments involved in the first few calls. Securing this buy-in up front will set the whole organization up for success.
- If a client is asking you who they should invite to the first implementation consulting call, what is the best option below?