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  • Posted in: Forum

    Thanks for the additional info, Laura. I've had your account model before and it is challenging. Customers paying not a lot but wanting white glove service. If your average contract value were higher, I would recommend a team model, but you ...

  • Posted in: Forum

    Hi You Mon, Thanks for reaching out! I feel very lucky having the CEO reach out! Currently, our Account Managers handle between $40K - $70K in portfolio depending on experience which represents between 150 - 250 clients. We are looking to ...

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    Reference Program Software

    Posted in: Forum

    This message was posted by a user wishing to remain anonymous We are looking for a Reference Program software that allows us to manage references. I'm working with our marketing team to find the best platform and we want to make sure it integrates ...

  • Posted in: Forum

    Laura: A few clarifying questions: How many customers does your typical Account Manager manage? What is the dollar amount of the average annual contract for your customer? This will make sure I share relevant advice. You Mon ------------------------------ ...

  • Posted in: Forum

    Hi CZ Community! Would appreciate any suggestions, experience or ideas you have to share on this topic! In our current model, we have an Account Management function responsible for supporting an allocated portfolio of clients. The Account Manager ...

    1 person likes this.
  • Posted in: Forum

    Hi Steven, Thanks so much for writing in! We do not have a direct Paddle integration at this time, but you can certainly look into leveraging our HTTP API to send data to the Account level fields in ChurnZero. More information on the API can ...

  • Posted in: Forum

    Not basic at all! I get asked this question all the time actually. No, we do not create tasks before our calls. We don't recommend it as it's really just additional manual work for the meeting host. For instance, what happens if the date of ...

    1 person likes this.
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    RE: Tracking Cancelled or No Show meeting

    Posted in: Forum

    This message was posted by a user wishing to remain anonymous @Maureen Rice - apologies for the basic question, does this assume you already have a task created before each client call? ​

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