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Account Check In

Account Check In

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To be used to guide the caller. When complete, please complete the open task for this activity and schedule any follow ups, open a ticket or create a deal.
Contact Management(Required)
Review existing contacts in the SV portal. Ask if there’s anyone they need to remove or add.
Business Growth(Required)
Ask if they have any acquisitions coming up, new brands.
How do you think the customer feels about us after this call?
Sentiment(Required)
Ask how are we doing supporting their business?
POTS LInes(Required)
Ask if they have any POTS lines still? Probe for a PIAB opportunity
Wishlist(Required)
Is there anything on their wishlist?
New Products(Required)
Mention anything new we have come out with recently. See above for talking points.
NPS(Required)
Let them know they will receive an email asking them how likely they are to recommend us and that we’d love their honest feedback.
Future Meetings(Required)
Try to schedule a recurring meeting (monthly, quarterly, 6 months). If they agree, book it now in your calendar and add to Zendesk
Service Matrix(Required)
Review their service matrix, update as needed. Mention anything they are not consuming and ask if interested in hearing more.
Referrals(Required)
We appreciate your time and support. We LOVE referrals. If you know of anyone that we should reach out to, please let me know…
Add everything you talked about here while you’re on the call.

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Idea Factory

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Enterprise VoIP Solutions for Business with Multiple Locations Across the US

Distributed Enterprises

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Contact Details

9450 SW Gemini Dr #72108 Beaverton, OR 97008

Phone: 855-899-8647

Email: info@simplevoip.com