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Will Craig. Effective Marketing Market to your prospects and communicate with your clients through custom-branded email messages, broadcasts, autoresponders and newsletters. Streamline Scheduling Schedule and manage your sample sessions with prospects, individual client appointments and even group appointments.
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Strengthen Client Relationships Keep your client management simple and organize; in one place: forms, agreements, appointments, invoices, payments, notes, progress and other activity. Boost Your Income Manage your billing and business financial data: create custom-branded invoices, process and track payments, send receipts, generate reports and integrate with QuickBooks accounting software.
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Customer Success can really help in this area-- assisting the customer understand what is holding them back from doing more. Once you establish this and help the customer realize this, Customer Success can help with the plan to do more. When the customer needs knowledge, time or specific skills to execute on the plan, this is a good opportunity to refer the opportunity to your Professional Services team.
Your Professional Decline Is Coming (Much) Sooner Than You Think
Knowledge — Professional Services assists multiple customers in execution towards their goals with your product. They have seen the details of what works and what does not in multiple situations.
They are also experts in your product or service. The customer can benefit from this knowledge and can often learn a tremendous amount from the interaction. Especially when you introduce new features or capabilities into your product or service, the professional services team can help the customer figure out and implement those new features or capabilities.
Time — This is often a major constraint for customers. Hiring professional services can be a great way for customers to achieve more in a shorter amount of time by supplementing their team with fee-based services.
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