Client Success Manager Roundtable

From
Abby Cnossen <acnossen@thekey.com>
To
Midwestleadership <midwestleadership@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
2024-09-13 11:57:36
Folder
INBOX
--000000000000cd3469062202480a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello GMs, We will be setting up a recurring monthly roundtable meeting with our Client Success Managers to enhance collaboration and support. This will be an open forum where we can reflect on successes from the past month and brainstorm for solutions on any challenges faced. It's an opportunity to share insights, learn from each other, and improve our strategies going forward. We understand that everyone is very busy, but attendance is strongly encouraged unless there is a conflicting QA visit, assessment, SOC, or similar commitment. Some discussion topics include: 1. *Success Stories* =E2=80=93 Share key wins from the past month to rec= ognize team efforts and best practices. 2. *Challenge Solutions* =E2=80=93 Discuss difficult situations and brai= nstorm potential solutions. 3. *Client Insights* =E2=80=93 Share any feedback or notable trends from= clients that could impact our approach. 4. *Resource Sharing* =E2=80=93 Provide or request useful tools, resourc= es, or techniques that have helped you in client interactions. 5. *Open Discussion/Q&A* =E2=80=93 Time for any additional questions or = concerns anyone may have. Canada's team is currently conducting these meetings with great feedback from the client success team. I will be sending out an email and invites Monday 9-16-24. Please let me know if you have any questions or feedback. Best regards, -- *Abby Cnossen* Manager of Quality and Service Call or text: 616-271-8243 TheKey.com --000000000000cd3469062202480a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello GMs, We will be setting up a recurring mont= hly roundtable meeting with our Client Success Managers to enhance collaboration and support.=C2=A0 This will be an open foru= m where we can reflect on successes from the past month and brainstorm for = solutions on any challenges faced. It&#39;s an opportunity to=C2=A0 share i= nsights, learn from each other, and improve our strategies going forward.= =C2=A0 We understand that everyone is very busy, but attendance is strongly encour= aged unless there is a conflicting QA visit, assessment, SOC, or similar co= mmitment. Some discussion=C2=A0topics include: Suc= cess Stories =E2=80=93 Share key wins from the past month to recog= nize team efforts and best practices. Challenge Solutions =E2=80=93 Discuss difficult situations and brainstorm potential sol= utions. Client Insights =E2=80=93 Share any feedba= ck or notable trends from clients that could impact our approach. Resource Sharing =E2=80=93 Provide or request useful tools,= resources, or techniques that have helped you in client interactions. = Open Discussion/Q&amp;A =E2=80=93 Time for any additio= nal questions or concerns anyone may have. Canada&#39;s team is= currently conducting these meetings with great feedback from the client su= ccess team.=C2=A0 I will be sending out an

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