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RESOURCES & TEMPLATES

ESSENTIAL CONNECTION EXPERIENCES



Demo

ProteusEngage is committed to helping teams generate meaningful customer
engagement through high impact conversations and touchpoints. This page has
links to free templates and expert information about Mutual Action Plans,
Quarterly Business Reviews, Customer Touchpoints, and Meeting Recaps to assist
you and your entire team in meeting the needs of your customers and growing
their business. 


MUTUAL ACTION PLANS - MAPS

Mutual Action Plans (MAPs) are collaborative tools to navigate prospect and
client journeys in step with your teams. They include due dates, responsible
parties, and descriptions of each step to keep everyone in line. 

View Library of Free MAP Templates




QBRS - QUARTERLY BUSINESS REVIEWS

Quarterly Business Reviews (QBRs) are a staple of most CS Teams, but many don't
quite know what information to share. It's important to give a comprehensive
overview of your clients' success in the past quarter, but also have room for
open and honest communication about things that aren't going as well.

View Library of Free QBR Templates




CUSTOMER TOUCHPOINTS

CS Teams need to be proactive in their approach with clients, so just talking to
them when something is wrong or during renewal time is simply not enough.
Regular check ins with your clients can help to show your value and encourage
more usage of your product, and if you do it right, they can all be automated
and not require much of your CSMs valuable time. 

View Library of Free Touchpoint Templates




MEETING RECAPS

A simple but effective tool for all Client Success team members is the meeting
recap. It is a place to confirm what was discussed in the meeting, assign next
steps, and create a clear plan of action.

View Library of Free Recap Templates





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