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Client onboarding and offboarding: The PPC agency’s guide

Search Engine Land

Winning and losing clients is part of the agency business. But with the right processes in place, you can smooth client transitions and maintain positive relationships no matter the outcome. Managing client transitions seamlessly As a search agency, you are always trying to win new business. New business is hard.

Clients 103
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The definitive guide to effective client onboarding

PandaDoc

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes.

Clients 52
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13 questions to ask digital experience platform vendors during the demo

Martech

Here are 13 questions to ask each vendor that will help you narrow the field: What kind of content delivery speed improvements do you typically see with your clients? Will we have a dedicated Account Manager and technical support, especially with the initial migration? Do you have other clients in our vertical?

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Questions to ask about conversion optimization platforms

Martech

Questions for vendors Questions to ask each vendor include: What kind of conversion rate improvements do you typically see with your clients? Will we have a dedicated account manager and technical support, especially with the initial migration? Do you have other clients in our vertical? How responsive is customer service?

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Customer success gets passionate

Martech

“The meeting might be going through to a salesperson, account manager or a CSM. ” Cipirani-Espineira has been in SaaS customer success throughout her career, including in senior account director and VP Customer Success roles at Cision and Medallia respectively. From account management to customer success.

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23 questions to ask identity resolution vendors during a demo

Martech

Do you provide a self-service option in which we can manage identity data? Will we have a dedicated Account Manager and technical support? Do you have other clients in our vertical? What kind of professional services are available? What’s the long-term roadmap and launch dates? What it is.

Campaign 101
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Customer Retention Playbooks 101: Building a Structured Approach to Keeping Customer Happy

Sales Hacker

For key accounts, the account manager should have a clear understanding of the client’s needs and how well their company is satisfying those needs. That’s why closing this gap between what you hope the customer feels and their actual view about your product/service is at the heart of retention.