• The 4-Point Checklist to Stop Bleeding Customers

  • 2024/06/20
  • 再生時間: 14 分
  • ポッドキャスト

The 4-Point Checklist to Stop Bleeding Customers

  • サマリー

  • Jake dives into the critical aspects of client engagement and retention by addressing key issues in client management. He emphasizes the problem of using monthly check-ins and QBRs solely for updates and suggests enhancing these interactions with industry insights to support professional growth. Jake introduces a strategy for initiating renewal discussions 120 days in advance and highlights the importance of building multiple relationships within a company to avoid dependence on a single point of contact. He also shares insights on setting and tracking SMART goals to ensure clear, impactful business outcomes, aiming to strengthen client relationships and prevent churn.

    ______________________________________________

    If you use Outreach, you need Performance Pulse: https://skaled.com/services/performance-pulse/

    ______________________________________________

    What will it take to innovate your sales organization for the modern buyer and consistently stay at the forefront with technology and AI?

    Order your copy of the book and join The Innovative Seller Community:

    Book: https://www.jakedunlap.com/the-innovative-seller

    Community: https://www.jakedunlap.com/the-innovative-seller-community

    ______________________________________________

    DM or book time with Jake to discuss your current sales processes and best practices: https://savvycal.com/Jake-Dunlap/innovative-seller-live

    ______________________________________________

    AI Unleashed: https://bit.ly/ai-unleashed-series

    AI Sales Prompt Pro: https://skaled.com/insights/ai-sales-prompt-pro/

    AI Sales Accelerator Workshops: https://skaled.com/insights/ai-sales-accelerator/

    Custom GPTs for Sales: https://skaled.com/insights/custom-gpts-for-sales/

    Workshop + Prompt Pro: https://bit.ly/accelerator-and-prompt-pro

    ______________________________________________

    Sign up for the Modern Leader newsletter for more tips and talks from Jake:

    Email: https://skaled.com/modern-leader-sign-up

    LinkedIn: https://bit.ly/modern-leader-newsletter

    ______________________________________________

    Follow Jake:

    LinkedIn: https://linkedin.com/in/jakedunlap

    Instagram: https://instagram.com/jake_dunlap_

    Twitter: https://twitter.com/jaketdunlap

    Website: https://jakedunlap.com

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あらすじ・解説

Jake dives into the critical aspects of client engagement and retention by addressing key issues in client management. He emphasizes the problem of using monthly check-ins and QBRs solely for updates and suggests enhancing these interactions with industry insights to support professional growth. Jake introduces a strategy for initiating renewal discussions 120 days in advance and highlights the importance of building multiple relationships within a company to avoid dependence on a single point of contact. He also shares insights on setting and tracking SMART goals to ensure clear, impactful business outcomes, aiming to strengthen client relationships and prevent churn.

______________________________________________

If you use Outreach, you need Performance Pulse: https://skaled.com/services/performance-pulse/

______________________________________________

What will it take to innovate your sales organization for the modern buyer and consistently stay at the forefront with technology and AI?

Order your copy of the book and join The Innovative Seller Community:

Book: https://www.jakedunlap.com/the-innovative-seller

Community: https://www.jakedunlap.com/the-innovative-seller-community

______________________________________________

DM or book time with Jake to discuss your current sales processes and best practices: https://savvycal.com/Jake-Dunlap/innovative-seller-live

______________________________________________

AI Unleashed: https://bit.ly/ai-unleashed-series

AI Sales Prompt Pro: https://skaled.com/insights/ai-sales-prompt-pro/

AI Sales Accelerator Workshops: https://skaled.com/insights/ai-sales-accelerator/

Custom GPTs for Sales: https://skaled.com/insights/custom-gpts-for-sales/

Workshop + Prompt Pro: https://bit.ly/accelerator-and-prompt-pro

______________________________________________

Sign up for the Modern Leader newsletter for more tips and talks from Jake:

Email: https://skaled.com/modern-leader-sign-up

LinkedIn: https://bit.ly/modern-leader-newsletter

______________________________________________

Follow Jake:

LinkedIn: https://linkedin.com/in/jakedunlap

Instagram: https://instagram.com/jake_dunlap_

Twitter: https://twitter.com/jaketdunlap

Website: https://jakedunlap.com

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