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How to Craft the Best Client Onboarding Questionnaire

Totango

Asking the right questions is key to effectively using this powerful customer success tool. A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs. Questions about the client’s budget. What Is a Client Onboarding Questionnaire?

B2B 83
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A Quick Intro to the Sales to Customer Success Handoff Scoring Process

ClientSuccess

Establishing Your Sales to Customer Success Handoff Score. Essentially, the same grades a marketing team gives new prospects should line up perfectly with the opportunity scores from a sales team and the customer risk scores of a customer success team. How to Start Building Your Sales to Customer Success Handoff Score.

Sales 45
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Chief Customer Officer Role in the Hospitality Industry, with Mark Weinstein – CB23

Customer Bliss

That’s why I end every episode with a “What you know now that you wish you knew then” question.) The Chief Question Asker. Chief Question Asker. In short, you need to keep probing all levels to understand: Issues. We’ll be back on Thursday with a new blog post on preventing customer defection.

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Bob Moesta on unleashing your sales superpower

Intercom, Inc.

In this episode, Bob and I chat about his new book Demand-Side Sales 101: Stop Selling and Help Your Customers Make Progress. What is it about sales that makes academia hesitant to teach it? Bob wondered where all the sales professors were and discovered that perhaps as a profession it required more art than science.

Sales 265