• Schedule account reviews (CSD)
    • Prioritize client reviews
    • Schedule reviews
  • Create “Account Review Process” document (CSM / Strategist)
    • Copy from template
    • Fill out client information
  • Conduct account review meeting (CSD / CSM / Strategist)
    • Review “Account Review Process” document to identify opportunity areas and gaps
    • Hold Meeting
  • Implement agreed-upon strategy (CSM / Strategist)
    • Update “Stack Rank” document
    • Update Asana
  • How to analyze overall goal performance
    • Compare results to the goal
    • Adapt your goal for the next quarter
  • Monitoring Goal Pacing
    • Adding OBM to Quarter Goal Tracking Sheet
    • Building an easily extractable report
    • Creating a schedule to review
    • Adding milestones by percentages
  • Create an action plan
    • Break OBM down by area of SOW
    • Develope strategies by area of SOW
    • Create a timeline for completion
    • Build out Stack Rank document
  • How to set SMART goals
    • Analyze previous performance / evaluate current position
    • Discuss with client
    • Set short term AND long term goals
    • Set a timeline for achievement & evaluation