The Latest ( Checklist )

Account Planning

QBR Checklist for Customer Success

Ensure you’ve got every important metric needed for your next business review, including monthly recurring revenue, gross retention, customer churn rate, and why each is important to tell the story of your quarter.

Key Account Management

QBR Metrics Checklist

Ensure you’ve got every important metric needed for your next business review, including pipeline coverage, deal slippage, average profit margin, and why each is important to tell the story of your quarter.

Relationship Mapping

Relationship Mapping Checklist

Relationship mapping is a high-impact, low-effort way to step up your sales game. Use this checklist to get a boost.

Account-Based Marketing

Digital Content Management Checklist

Digital content management can deliver big results: sales velocity, customer engagement, sales and marketing alignment, and clear insights. This checklist simplifies your search.