Who This Applies to: Account Directors & Account Managers
What's New:
When a client fully churns: Complete duplicate this asana task and follow the instructions
In the case of down churn, but not full churn, follow the outlined down churn process
Reminder: The most important things the leadership team is looking to understand with these shared updates are:
Was this forecasted or not forecasted? (50% resign selected in nova or not)
What are our action items / next steps (AR collection, trying to save, etc)
Reflect on what went well and what could have gone better
Where to Find the Details: The above-linked asana task and down-churn process sheet will have everything you need in case of full account churn or partial down churn.