Account Management

Executive Check-in Prep

Generate detailed talking points for my upcoming executive check-in with [Account Name]'s leadership team, focusing specifically on addressing their recent challenges with [specific issue] mentioned in our last interaction.

  • Structure the talking points to include: acknowledgment of the specific impact these challenges have had on their business operations, concrete steps we've taken since they were raised, measurable improvements resulting from those actions, remaining items with clear timelines, and proactive recommendations for preventing similar issues.
  • Include relevant industry benchmark data to provide context.
  • Prepare responses for potential difficult questions, and suggest specific success stories from similar customers that might be relevant.
  • Conclude with recommendations for next steps that align with their quarterly business objectives.