Evolution of Account Strategy through Customer Journey

User: "Javed Maqsood"
Contributor
Updated by Heather Wendt

How do you evolve your account strategy throughout the customer journey? One template, with placeholder for metrics and strategies as the customer iterates through onboarding, ramp-up, maturity, adoption, expansion - whatever your journey steps are?

Or do you prefer separate account strategy templates as the customer goes through different phases?

Javed Maqsood

Javed Maqsood
Advisor, Mentor

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