Which of the following is not an agenda item in the growth plan call?
- Recap the onboarding experience
- Identify challenges experienced
- Share recommendations
- Offer ongoing Solutions Partner organization support
- Business discovery
- Clarify the change in relationship
Explanation:
In a growth plan call, certain agenda items are essential for discussing the customer’s long-term growth and setting a strategic plan. Here’s a detailed explanation of what is typically included in such a call and what would generally not be an agenda item:
Typical Agenda Items in a Growth Plan Call
- Review of Current Status
- Progress Updates: Discuss the customer’s current use of the product or service, achievements, and any feedback or results from the initial onboarding phase.
- Performance Metrics: Review relevant performance metrics and insights gathered so far to understand the current standing.
- Long-Term Goals and Objectives
- Customer Goals: Identify and discuss the customer’s long-term goals and objectives for using the product or service.
- Strategic Alignment: Ensure that these goals align with the capabilities of the product and the overall strategic vision.
- Recommendations for Future Growth
- Actionable Recommendations: Provide specific recommendations for leveraging the product’s features and functionalities to achieve the long-term goals.
- Milestones and Timeline: Outline key milestones and a timeline for achieving the growth objectives.
- Resource Planning and Needs
- Additional Resources: Discuss any additional resources, training, or support needed to implement the growth plan effectively.
- Budget Considerations: Address any budgetary needs or considerations related to scaling or expanding use.
- Action Items and Responsibilities
- Task Assignment: Define actionable steps and assign responsibilities for each action item.
- Follow-Up: Set up follow-up meetings or checkpoints to monitor progress.
What is Generally Not an Agenda Item
Detailed Product Technical Support Issues
- Explanation: While technical support issues are important, they are typically not the primary focus of a growth plan call. A growth plan call is more about strategic planning and future growth rather than resolving specific technical issues.
- Context: Technical support issues are usually handled through separate support channels or meetings dedicated to troubleshooting and technical assistance. The growth plan call should focus on broader strategic discussions rather than specific technical problems.
Summary
In a growth plan call, the typical agenda items include reviewing current status, discussing long-term goals, providing recommendations for future growth, planning resources, and assigning action items. Detailed technical support issues are generally not an agenda item in such calls, as they are addressed through other support mechanisms or technical meetings. The growth plan call is focused on strategic planning and future growth rather than resolving specific technical concerns.