Collabrance Service Provider Alignment Meetings

And communication is key.

The business we're in, with all its moving parts, is complex. By keeping our mutual goals top of mind, we can ensure we're moving in the right direction – together. To accomplish this, transparency is essential. It's important the service provider and Collabrance teams connect routinely in the following ways: 

• Regular calls with your Collabrance account manager: Your account manager will work with you to develop a growth strategy and introduce you to the sales and marketing resources available to help you execute that strategy. Ongoing meetings with your account manager help guide the tactical, day-to-day initiatives that keep your business moving forward. Calls can be as frequently as weekly, but we recommend meeting no less than monthly to maintain a healthy and successful partnership.
  
  
• Periodic alignment meetings with sales and service leaders: Alignment meetings are structured opportunities to discuss recent and ongoing projects, evaluate goals and areas of opportunity, and, above all, determine where Collabrance can provide more value. Alignment meetings are formatted to occur at whatever frequency best supports our partnership.

Alignment meetings follow a simple framework designed to ensure service providers are heard, and Collabrance team members walk away with the information they need to make meaningful and timely adjustments on your behalf.  

A typical alignment meeting agenda may include: 

• Updates and any needed discussion around recent and ongoing projects 
• Service provider reflections on the last quarter – what went well, learnings, and evaluation of progress toward goals 
• Service provider priorities for upcoming quarter – how will your business change over the next 12-18 months? What hurdles exist? How can Collabrance assist?  
• Sales goals alignment and available Collabrance sales and marketing resources
• Risk assessment review, including budget and product lifecycle check  
• Subscriber needs and areas of opportunity  
• Service delivery reports  
• New Collabrance initiatives  
• Meeting value check and action items  

Additionally: 

• Collabrance will come to the meeting having done the necessary pre-work, prepared to discuss the assigned topics in depth. If there are specific topics you'd like to cover, please let us know ahead of time! 
• Action items identified during the call will be assigned to the appropriate resource before the call concludes; assignees are responsible for following through and completing their tasks within an agreed upon timeline.  
• At the end of each call, a date for the next alignment meeting will be identified.