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10 Data Points to Check Before Conducting a Customer Check-In Call

Start making monthly check-in calls valuable to your customers.

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10 Steps to an Effective Customer Check-In Call

If you’re an account manager conducting a monthly / quarterly check-in then there is some research that you should do beforehand.

In this exclusive resource you'll learn:

  • What information you should know before conducting a customer outreach call.
  • How to improve your customers' experience through customer success calls.
  • Different technology tools you should use to measure you customers' satisfaction.
  • The 10 data points you need to check in order to identify a customer who is about to leave you.