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Moves Management Plan, Upsells - Coggle Diagram
Moves Management Plan
Account Management
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Regular and ongoing communication at the frequency that the partner prefers. Should be a combination of formal/ informal connections. May include newsletters, impact reports, check-in phone calls, lunch n learns, periodic surveys, lunch/drink meetings etc
Using a CRM Software to track progress and all touchpoints with the partner. This helps to ensure that nothing falls through the cracks and expectations are being met on time.
Internal Department Briefs - Typically provide a document highlighting all elements that other departments need to know. Will include the partner's expectations, motivations, social handles and preferred timing for social posts etc.This will ensure that all internal stakeholders have all of the information needed upfront to ensure a successful partnership.
Asset Development
If the goal is to increase revenue for a renewal of an account, goal would be to offer an enhanced experience/ value proposition different from what was received before
Partnerships are most successful when the are complimentary in meeting a need for both parties. For BOT partners, they want to feel confident that the variety of services offered by BOT fills a gap for them and aims to enhance their business, while keeping employees engaged.
Value Proposition - What problem are we trying to solve? Understand the partner's future path in order to be able to customize the value proposition to help meet both current and future needs
Stay relevant, on top of trends
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Team Engagement
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There are opportunities for all members of the team to participate in various aspects of partnership management and renewal
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