- 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