From Prospect to Profit: Get Certified with Vendasta
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Explore Platform & ProductsProgram Introduction
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An Introduction to the Vendasta Platform
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Master our #1 Prospecting ToolFrom Prospect to Profit: Snapshot Report2 Lessons|1 Quiz
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Perfect Your PitchFrom Prospect to Profit: Sales & Success Center3 Lessons
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Streamline Billing With Vendasta PaymentsFrom Prospect to Profit: Vendasta Payments2 Lessons
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Proof of PerformanceFrom Prospect to Profit: Business App1 Lesson|1 Quiz
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From Prospect to Profit: The Executive Report2 Lessons
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Post-Course FeedbackPost-Course Feedback: From Prospect to Profit
Recent Discussions
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Proposal Builder, Resending updated proposal
By K-O, 1 year ago
From Prospect to Profit: The Executive Report
After you have landed a client and delivered your services, how do you prove the value of your work?
The Executive Report, through automated reporting, helps you demonstrate proof of performance to your clients. In this course, we will explore the Executive Report, and learn the key reporting features that will help set your business apart and retain your clients for longer.
Learning Goals:
→ Explore the Executive Report and learn how to present it to your clients.
→ Understand the empirical reasons why sending a proof-of-performance report with unique, specific data about a business can greatly impact retention.
→ Learn how to customize the Executive Report to effectively fit the needs of you and your clients.