Key Account
Meeting material
Figures, open points and history before every meeting, instead of preparation in the car.
How you work it in Colleag
- 1
Ask for the meeting material for the customer.
- 2
The colleague reads order history, open issues, agreements and notes.
- 3
Review the agenda and the figures.
- 4
The meeting starts where the last one ended.
A worked example
“Prepare Thursday's meeting with our biggest customer.”
An agenda with the figures: revenue and trend, open orders and issues, what was promised last time and what has happened since. Sensitive points, like a late delivery, are raised instead of surprising you.
Screenshot from Colleag. The example uses invented figures.
The material
- The customer's order history and open orders
- Issues and claims
- Agreements and meeting notes in the workspace
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
More from Key Account
Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.