Engage and Retain Your Clients with the Executive Report

After you have landed a client and delivered your services, how do you prove the value of your work?

The Executive Report, through automated reporting, helps you demonstrate proof of performance to your clients. In this course, we will explore the Executive Report, and learn the key reporting features that will help set your business apart and retain your clients for longer.

LEARNING GOALS

→  Explore the Executive Report and learn how to present it to your clients.
→  Understand the empirical reasons why sending a proof-of-performance report with unique, specific data about a business can greatly impact retention.
→  Learn how to customize the Executive Report to effectively fit the needs of you and your clients.