Preparation is the key to success. If you want to ace your next call - you gotta use this FREE template.
My first calls with customers weren't good.
Ok, they were really bad.
There was just so much to do and to remember; from countless techniques for acing calls to long lists of data points about the customer and their organization.
It was really hard to be present on the call and my customers could see my struggle.
Have you ever felt the same way? If so, you must know how frustrating and draining this experience is.
By the end of a week full of meetings, I was so tired and drained that I spent my weekend at home. Alone.
It all changed once I learned this call prep.
After a couple of very draining weeks, I decided that meetings with customers shouldn't be this hard.
I started looking for guides and quickly noticed that they repeatedly mentioned the importance of Preparation.
The WHY behind this template
My goal with this blog and all of the resources I provide is to make it easier for you to be the best CSM you can be.
With this template, you can say goodbye to the fear of forgetting important information!
You should use these templates if...
You're always scared of forgetting important information during meetings with your customers.
You want to ace all of your meetings and become a true Trusted Advisor.
You'd like to ensure the success of your company (or CS team) and make sure everyone is on the same page when it comes to customer meetings.