A simple document to map upsell, cross-sell, and long-term account planning.
A repeatable outline for recurring or strategic client calls.
Scripts to prompt early renewal discussions and avoid surprises.
Downloadable email scripts for onboarding new clients.
An Excel template to calculate and visualize client health.
A customizable PowerPoint presentation for Quarterly Business Reviews.
A step-by-step task list to guide implementation after onboarding.
