Types of proactive value-added outreach

User: "Brooke Carrie"
Thought Leader
Updated by Heather Wendt

I am looking for ideas on proactive value-added outreach that my CSMs can do.

The challenge is we are a full-service solution so a large portion of our client wants to set it and forget it – meaning they don't want to engage or to think about us. They know we will work and do our job in the background and only want to engage for QBR's, but not even all of them want to hold those. We do have a customer portal but since we are full-service is it not uncommon for customers to not log into it so we can't even ask them about a decrease in logins as that is expected behavior.

Any suggestions outside of the normal industry trends, new marketing collateral that may be related to their particular vertical, quarterly business reviews, new release futures, etc.

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