Top Highlights

• spends (or is expected to spend) with a vendor during their relationship and is another key metric for a SaaS company.
• A defined onboarding process Coordinated handoffs between vendor groups Monthly status meetings Executive business reviews (EBRs; biannually or quarterly) On-site visits (might be very frequent or annually) Regular health checks Upcoming renewal (if subscription based) Unscheduled interactions are usually data driven and proactive from the vendor t...
• then look like this: A defined packaged onboarding process Coordinated handoffs between vendor groups only from sales to onboarding Monthly status meetings EBRs (bi-annually or quarterly annually) On-site visits (might be very frequent or annually) Regular automated health checks Upcoming Auto-renewal (if subscription based)
• Tech touch simply means that all customer touches are technology driven.
• segment information for new feature requests. Without that designation, your product team may incorrectly assess and prioritize where they dedicate product development resources.