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> Account Management
Account Management
1. Client Onboarding
Review client information and requirements
Schedule an introductory meeting
Set up client profile in CRM
Define communication preferences
Establish goals and success metrics
2. Relationship Building
Schedule regular check-ins (weekly/monthly)
Send personalized follow-ups after meetings
Encourage feedback and suggestions
Share relevant industry news and insights
Organize client appreciation events
3. Performance Monitoring
Track progress against defined goals
Review KPIs and metrics regularly
Analyze client feedback and satisfaction
Identify areas for improvement
Prepare performance reports for clients
4. Issue Resolution
Establish a process for issue identification
Assign responsibilities for resolution
Communicate promptly with the client about issues
Document issues and resolutions
Follow up to ensure satisfaction post-resolution
5. Account Growth
Identify upselling and cross-selling opportunities
Schedule strategy sessions to discuss growth
Keep the client informed about new products/services
Develop proposals for additional services
Monitor account health and potential churn signals
6. Renewal and Retention
Review contract terms and renewal dates
Schedule renewal discussions ahead of time
Prepare a renewal strategy based on account performance
Address any potential concerns before renewal
Celebrate milestones to reinforce the partnership
7. Documentation and Reporting
Maintain detailed records of all client interactions
Document account strategies and plans
Create regular internal reports on account status
Ensure compliance with any legal or regulatory requirements
Review and update documentation regularly
8. Continuous Improvement
Solicit client feedback on services provided
Conduct internal reviews of account management processes
Stay updated on industry trends and best practices
Invest in training and development for account managers
Implement changes based on feedback and reviews
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