What it does
Sections: your value proposition, the envisioned future state, your engagement to date, active initiatives, key contacts and recommended next steps.
It is written to be sent. Internal assessments — who is a champion, who is a blocker — never appear in it; contacts are listed by name and title only.
Save it, or export it as PDF, Word or PowerPoint in your branding.
In the Real Estate edition it becomes a Client Market Briefing: the market, the client’s ZIP codes and their properties ranked against their goals.
How it works
- Open Customer BriefingUnder Content.
- Pick the accountAnd the executive it is addressed to.
- Generate and sendExport it and send it from your own email.
Why sales people love it
- Executives who skip the meeting still get the message.
- Your champion has something to forward internally.
- It shows the customer you understand their business.