An Account Review is an essential part of client retention and growth. Often though, we manage the process reactively versus proactively.
Here are my tips for a successful account review:
Start the design internally
Design the metrics that will produced a proactive, thorough review. It also needs to “wow” your client in its comprehension and message.
Standardize the process
Don’t end up re-inventing the wheel with each review. Standardizing the processs will save time because you avoid the “more-is-better” syndrome. It will also give you measurable metrics from which you can determine success levels from review to review.
Do your homework
Pinpoint not only the metrics you will report on but also the clients you will interview BEFORE the account review meeting.