Kdv Client Account Plan

KDV CLIENT ACCOUNT PLAN

Resulting From “Discovery” & “Voice of Customer” Meetings

Client: Date of Meeting:

KDV Representative and CRM:Client Representative(s):

Share completed forms with your Client Service Team and email to Renee Ogren

During my client discovery meeting I conducted the following (circle what you did AND attach completed form(s), emails and notes you consider necessary):

Client DISCOVERY MEETING(page 5)

Understanding of CLIENT DEFINITION OF SUCCESS(page 9)

VOICE OF CUSTOMER – CUSTOMER DEBRIEF(See KDV VOC Forms)

Today my relationship with [______], the key decision makerat the company is ______(fill in from below)

1. Trusted Advisor (Confidant, Business Partner) to Owner/President or CFO For Many Client Business Challenges/Opportunities – “1st Call for Business and Financial Advice” - Level I
2. Involved Consultant – Meeting* With Client at Least Once Per Year to Specifically Discuss Business Challenges/Opportunities AND Client Would Ask KDV to be Involved in Special Projects. – Level II
3. Vendor – We Delivering Assignment on Time and on Budget. Minimal Interaction Outside of the “Assignment” – Level III
4. At Risk - Account Somewhat at Risk Due One or a Variety of Factors – Level IV

*Such meeting is OUTSIDE OF A MEETING TO DELIVER A PRODUCT AS A VENDOR

During my “discovery meeting” I learned my client’s top 3 initiatives over the next 2 months are:

During my “discovery meeting” I learned my client’s top 3 goals over the next 2+ years are:

During my “discovery meeting” I learned the following may beopportunities for KDV to deliver more value to my client through these KDV core solutions(use Exhibit II and IV to assist you):

During my “voice of customer”/“discovery meeting” I learned my client’s definition of success for KDV is:

1. Definition of success in our relationship (Exhibit III) - ______
2. Expectations of KDV in next 12 months toward definition in #1 above - ______

During my “voice of customer” meeting I learned we need to do the following for a betterService Experience:

You can best advance your relationship with your client by creating a strategy on how to do that. Then follow this by

Involving others “at AND outside KDV” to help execute that plan. Use the following to help you DOCUMENT your plans.

As a result of my “discovery meeting” I plan to do the following to help my client achieve their long or short term goals (indicate an actionable item with a specific delivery date to your client):

In order to get to the next level in my relationship (see definitions on preceding page) with [______] the key decision maker at the company I plan to do the following 1 thing within the next:

1. 3 months ______

1. 6 to 9 months ______

As a result of my “discovery meeting” I plan to personally contact my client and introduce the following KDV’rs for them to discover whether they can provide greater value than my clients current solution provider in these areas (indicate KDV person and time period by when you wish for this to occur):

As a result of my “voice of customer” meeting I plan to personally see that we do the following to improve the experience our client gets with KDV (indicate actionable items with a specific date to occur by):

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