Expansions
There are a number of ways to approach selling new products or functionality to a current customer. Hopefully, with assistance of a product marketing team, your customers are frequently updated on new offerings via email. If so, this can be a natural conversation starter for you and your team. If not, you should establish a regular cadence of contact with your clients to cover product and service updates. Tracking calls with each client to your roadmap will help you be sure you have discussed every new offering as it is made available.
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Meeting Cadence
A meeting cadence is how often a meeting is held. For example, if you and a direct report check in every Friday morning, that’s a weekly cadence. If you have a request to meet every other month, that’s a bimonthly cadence.
The challenge for every company is how frequently meetings shou...
Set expectations
- If this is a new process you are putting in place at your company/in your team, be transparent about it.
- Be clear that you do this with all employees who work directly for you.
- Book a regular cadence of 1:1s. They should not be ad-hoc. It’s ok to skip one...
Do's and Don'ts for quick check-ins
DO:
- Establish a set schedule for everyone in the team to participate for quick updates and feedback.
- Ask the important questions like: What did you do yesterday? What will you do today? Is anything in your way?
DON'T:
-
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