Client Success Wiki

Description

4 Benefits of Client Success Wiki

• Improve service. Build a collaborative resource for you and your team.
• Improve productivity. Use shared documents to save time.
• Create consistency. Repetition helps to reduce errors.
• Assists delegation. A reliable resource when working independently.

DIY Guide

Instantly download the 17-page guide to build your Client Success Wiki. In this guide, learn the types of documents, how to organize them, and prompts to help you start building your own wiki. Unlimited downloads so you can share with your team.

Workshop

Jumpstart your wiki with leaders in small businesses for a 2-hour workshop. Get step-by-step instruction. The workshop encourages real-time participation through coaching and a Q&A session. (includes DIY Guide)

When is the workshop? Tuesday, January 12, 2021 at 2:00 pm CST

What app or software is required for the workshop? The workshop is hosted on Zoom. You will need to download the Zoom desktop app (FREE). Please test your video and audio connection on Zoom prior to the workshop.

Is the workshop recorded? I value the transparency and vulnerability of attendees who engage in the live conversations. I do not record events.

Cohort

Make progress weekly with leaders from small businesses as we create and refine our Client Success Wikis. (includes Workshop and DIY Guide) Limited to 10 leaders. Gain hands-on practice. Each leader will receive 1:1 time for a specific client challenge.

When is the cohort? It is hosted every Tuesday at 2:00 pm CST for 10 weeks. The cohort starts Tuesday, January 19, 2021, at 2:00 pm CST and ends Tuesday, March 30, 2021, at 2:00 pm CST.

What app or software is required for the cohort? You will need Zoom for our weekly calls. You can build your Client Success Wiki on the platform of your choice.

Additional Questions

Who is the workshop and cohort for? Leaders who work in a client-facing role and help create internal business processes.

Can I register a team member for the workshop or cohort? Yes, if you have a team member who is servicing clients you may register them. The price for each event is per individual. Please register them under their name and business email address.