2020 May Update
We are in very uncertain times 😨. Once you enable all of your clients to work remotely it is becomes more difficult to engage them to do more. 😩
We created this update to enable you to
- increase the frequency of your meetings to be top-of-mind with your clients
- score quick-win projects to secure your cash-flow
- help your clients make quick decisions based on data and visuals
- do all of the above 100% remotely
3 new QBR templates
We've updated your templates to give you more tools you can use today! 💪
- 3 new and updated QBR templates
- IT Infrastructure Health Assessment
- 38 project templates
- A framework to deliver remote QBRs
- A framework for choosing the right templates
- 12 Step Course to get client meetings done
Learn more about the templates here
If you have not added the Client Meeting Report - Quickstarter Pack
If you have the Client Meeting Report - Quickstarter Pack already
How to personalize, protect and brand your online link shares
As you do most of your client meetings remotely, some functions are getting more critical for secure and controlled content sharing. You are able to generate many links in Managed Services Platform to send to clients from graders, shared reports, report questionnaires, scorecard questionnaires and so on. There are some special use cases where you may like to expand the current link sharing functionality
- to password protect a link (security)
- to find out who clicked the link (engagement)
- to make the link hide our URL (branding)
- set an expiration date of the share (security or campaign)
- campaign targeting (grader sources)
Remote Client Meeting webinars and Live Training
We are creating and hosting many events to make sure you and your team can take advantage of the opportunities of remote client meetings.
Recorded Webinar:
How to make your team more productive, focused and accountable to accomplish the overwhelming amount of remote client meetings. Learn how to protect your revenue streams and provide stability to your team by closing project opportunities with strategic Audits and QBRs delivered remotely.
Deliver Engaging Remote QBRs and IT Strategy Meetings - Denes Purnhauser
Upcoming Webinar:
In today’s distributed workforce everyone is settling into a routine. However, they haven't really given objective thought into how their presence is viewed by their clients. We are still playing by old rules. Dress nice, speak clearly, have a predefined agenda. However, this is no longer the case, it takes a back seat to web presence.
Live Trainings:
- Sign up for weekly Client Meeting Report Tool Live Training
- Sign up for weekly vCIO Operations Tool Live Training
Client Meeting Report Coaching
We are able to support you and your team with 1-1 Live Remote Meeting Shadowing. How? We can help you to prepare for a meeting, shadow you during the session then follow up and give you an improvement action plan.
- Preparation for two important meetings
- Shadowing through 2 meetings
- Soft Skill Development Session
Contact your member success manager and learn more about the opportunity