Break the Bubble - Planning for Customer Success

The fall season is here. For many, the mindset shifts from summer vacation to back to school and back to work. It’s the perfect time to arrange a business planning meeting with your clients. It can be a regularly scheduled quarterly business review (QBR) or annual business meeting. Take the time to pause and step away from daily production. Conducting customer planning meetings will enable you and your team to gather valuable input about your customers’ desires, goals, and new initiatives.