We’ve launched a new solution in Sightline Vault that will enable your organization to conduct a well-defined Executive Business Review and ensure that your team communicates uniformly about value delivered and move-forward plans.
This solution includes a Timeline Activity type, a Playbook, an Email Template, and automation business rules that make up the following workflow:
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CTA triggers with the steps to act on (in the form of Playbook) when it’s time for an Executive Business Review
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CSMs with up to 20 customers: quarterly
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CSMs with 20-100 customers: at least yearly
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CSM to log a Timeline activity with a Type of “EBR”
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If an EBR Timeline entry does not exist in the above time range, a Rule creates a CTA assigned to the CSM: “Overdue EBR”. The CSM can close the CTA when EBR is logged.
You can access the solution from Administration > Sightline Vault > Customer Success Plays > Executive Business Review. After you import the solution, you can modify the assets to meet your business needs.
Comment here if you have any questions about the new solution, or to share how you’ve implemented the solution in your organization!
