CoE form responses - Google Sheets
Sales price increase DB
CoE available resources - dashboard
Structure for Account's assesment
Request by the AM
Account context
a. Structure of the team (client’s & LT side) - AM should give us this information
b. General information about the client & resources
c. Bandwith per resource
Pain points identified (we should answer specific questions that allow us to identify if the client is having a correct process & best practices) - (Tools, Kpis, CRM)
a. Current challenges
b. General workflow about client’s support process
c. Used Tools
Recommendations & Next steps