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> Account Manager checklist
Account Manager checklist
Client Onboarding
Gather necessary client information and documentation
Schedule an introductory meeting with the client
Set clear expectations and objectives for the partnership
Introduce the client to the team members involved
Account Management
Review client goals and KPIs regularly
Monitor account performance and report on metrics
Schedule regular check-in meetings with the client
Address any concerns or issues promptly
Communication
Establish a preferred communication channel with the client
Send regular updates and reports
Keep the client informed of any changes or developments
Ensure responsiveness to client inquiries and feedback
Relationship Building
Identify opportunities for upselling or cross-selling
Maintain a personal connection with the client
Celebrate client milestones and successes
Conduct regular satisfaction surveys
Renewals and Upselling
Track contract expiration dates and renewal opportunities
Prepare renewal proposals in advance
Identify additional services that may benefit the client
Schedule discussions about future needs and growth
Documentation and Reporting
Maintain accurate and up-to-date records of client interactions
Document meeting notes and action items
Prepare and share quarterly or annual reports
Archive any important client documentation for future reference
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