Branded Client Account Check-ins

When it is not a scheduled client call to tackle a specific issue or topic, I enjoyed doing quarterly check-ins with my clients. I created quarterly presentations that would show a client their backend settings to ensure things are still current (without having to share my screen to show them the technical backend of our systems) and highlighting any red flags or opportuinities on their account. 

This allowed me to set aside time prior to my quarterly calls to really deep dive into their account and systems.