From the course: Engagement Evaluation Best Practices for Customer Success Management

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Executive business review best practice

Executive business review best practice

From the course: Engagement Evaluation Best Practices for Customer Success Management

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Executive business review best practice

(whimsical music). - There are one or two best practice concepts that are worth the CSM considering when planning for and attending an EBR. Select the right platform for the meeting. An onsite physical face-to-face meeting is of course the premium option for any customer meeting. However, this may be unrealistic both for the customer stakeholders who will no doubt have very busy schedules and may not be geographically close to each other and for that matter in terms of the additional costs associated with travel times, et cetera. You might therefore be wise to reserve face-to-face meetings for just those occasions of those clients that warrant it. The online video collaboration tool may be a second best option but could well be an option that provides a more realistic capability to attend the meetings in the first place for all concerned. And whilst it may not be as good as being physically present, it is…

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