Track 5B: Post Application - Ongoing Client Management

As your customer completes their accreditation survey, it may make sense to develop a long-term strategic plan for maintaining the relationship. (Account Executives only)   LEARNING OBJECTIVES✅ 1) Account Executives should analyze the account for additional or alternate programs that align with their future goals 2) Subscribe to news stories about the customer’s organization and look for strategic opportunities to reach out and provide value (share a case study, podcast, article, etc.)   TOOLS️ 1) Definitive Module 2) Guide to Trusted News Sources - IP   TRAINING ACTIVITIES 1) Revisit customer profile.