How to Conduct Role Practice Calls with CSM's
How to Conduct Role Practice Calls with CSM's
I recorded this short video to explain how I conduct role practice calls so that others can do so as well.
Remember, the key is to make it fun. The key is to make it messy. It's learning. It's practice.
Role Practice: Conducting an Internal AL Post Mortem and How to Communicate an Hourly Charge
Role Practice: Conducting an Internal AL Post Mortem and How to Communicate an Hourly Charge
We had two role practice topics today on 6/22/21. The first was about conducting a post mortem with your AL and the second was how to talk about charging hourly for a special project. Check out these sessions below.
How to Showcase our Other Services Without "Selling"
How to Showcase our Other Services Without "Selling"
We discussed how to talk about our FP&A services without being in a "selling mode". We discussed that asking questions to understand how to meet the goals of the client isn't selling. We discussed the power of "planting the seed" without any pressure.
Note: this was discussed in the 2nd half of this video so fast forward to about halfway through.
Role Practice -- Out of Scope
Role Practice -- Out of Scope
Date: 5/4/21
Scenario: Marketing company / $1.5MM revenue / Client for 4 months / wants us to run some variance reports for him monthly and that's out of scope.
We talked about the 1-page plan that you can see here: https://docs.google.com/presentation/d/18ZyoOjAJrA0u8N-9Om85GuO3mTIaiVp36Ps6IsJx2b8/edit?usp=sharing
We also talked about the critical importance of asking: Is that right? Anything else?
Role Practice - Guide to MFR
Role Practice - Guide to MFR
How to Guide to MFR - Account Management Role Practice session 05/11/2021
Report abuse