Next steps
Our focus for the next phase
Turtl MissionWhat success looks like to you
To create high value strategic reports in Turtl in a way that will be easy to consume
Success IndicatorsHow we'll measure success
What are your next project you'd like to use Turtl for?
Who will be the main content creators for these projects?
Do you have any specific goals in mind?
Is there anything we can do to expand the Marketo integration?
Any other points?Factors to consider
All licences are allocated
All purchased functionality has been implemented and adopted
Additional Docs are distributed
Analytics and benchmarking insights are reviewed regularly
+ Anything additional to support Mission
Our support team is available to help with any product queries outside of these touchpoints
Frequency:
Quarterly Call
Duration:
45 Mins
Next Value Review:
THREE MONTHS FROM NOW (QUARTERLY FROM THEN ON)
Agenda:
Review success plan
Review performance
Identify opportunities
Discuss new use cases
Planning for next period
AOB
