Informative Client Account Reviews

Seeing results first hand help drive client relationships and fuel their desire to continue their relationship with you. I spearheaded a large project in which we were able to create an automated .CSV file that could pull in a year's worth of a client's data results with our technology by simply inputting their client ID number - wrapping it into a Yearly Review.

Not only did this help call out areas of improvement on a client's account, it also resulted in expansion dollars.