Account Care

Plan value-first check-ins, capture what you learn from inside the account, and keep your referral asks on track.

Goal: referrals and upsells from every account.

Accounts

Check-ins due

Referral asks open

Referrals landed

Plan a check-in

Account

Contact

Next check-in date

Value to bring (no selling)

Growth notes (from inside)

Saved — Account Care marked done in your sales journey.

Account

Who you asked

Referral target (optional)

When asked

Status

Saved — Account Care marked done in your sales journey.