AE/AM Teamwork Scorecard

Sales

Features and Benefits

Config

Pricing

Services

No Internal SLA

Handshake not Handoff

No Voice of the Customer

Account Managment

Onboard and Adopt

Licenses

Usage

No Growth Plan

No Goals

No Outcomes

Account Growth Template

Priorities

Defintions

Problem Finding

Data

Workflow

Current Process

Constraints

Bottlenecks

Champion

Criteria

Capacity

Value Reviews

Improvement Plan

Transition Plan

Catalyst for Change

Facilitation

Collaboration

Key Indicators

Leading

Lagging

Stakeholders

Direct Drivers

Indirect Drivers

Feedback Loops

Reactive Change

Proactive Change