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Account Expansion Initiative Review and Next Steps

saradoudt · 2021-01-22T17:56:06+00:00

* Presenters: Landra with a few others... * Date: TBD (week of May 7th possibly). Goal/Purpose: * To outline goal of 1M users by 2025. * Define how each dept within JMP division plays a role in that initiative. * Share best practices on achieving this goal. * How we are going to measure this progress? (Andy's Total User…

saradoudt

Presenters: Landra with a few others...
Date: TBD (week of May 7th possibly).

Goal/Purpose:

To outline goal of 1M users by 2025.
Define how each dept within JMP division plays a role in that initiative.
Share best practices on achieving this goal.
How we are going to measure this progress? (Andy's Total User Dashboards)

Suggested Agenda:

Landra to host a series of people that she interviewed, talking about best practices on account expansion, etc.
How do you identify accounts?
How do you navigate?
What are you doing differently?
- Dara/Peter
- Hadley/Malcolm
- Bryan/Gina
Landra to review playbook.

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