Record the customer's commercial outcome and prepare the context needed for the next relationship conversation.
The Account Manager checks the current opportunity, primary contact and next step. Record Negotiation progress when that describes the customer discussion and retain the commercial evidence needed to explain the result.
The Account Manager supplies Won or Lost and the reason to Close Outcome. Inspect the resulting opportunity state and operation receipt. A recorded win identifies the commercial outcome; payment and fulfillment remain in the customer's chosen operating systems.
The Account Manager makes the customer context available to the Retention Specialist. Keep the account, opportunity and relevant supporting references clear so the next conversation starts from the recorded outcome.
The Retention Specialist prepares a follow-up with an owner, customer context and contact date. Add an order reference and units ordered where those details have been confirmed through the team's order process, then continue to review.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.