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Account Planning Masterclass
Join Prolifiq's VP of Sales, Jack Gallo, as he takes a deep dive into the best practices surrounding strategic account planning and management.
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Checklist
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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.