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Hi [First name],
You know which accounts order every month. Do you know which of them stopped eleven weeks ago?
Join us next Tuesday, November 17 at 1 p.m. ET, for our Workflow Workshop to see how to spot the accounts that have gone quiet and get them ordering again, without digging through QuickBooks to work out who they are.
Here’s what we’ll cover:
- Score every account on engagement, payments, open deals and support activity
- Set those weights for the way your business actually works
- Filter down to the accounts that need attention and save it as a view
- See order history and lifetime value right on the customer record
- Let customers reorder, check balances and pay through their own portal
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Catch the replay
A couple days ago, Errol and Matas took a full hour to go deep on extending QuickBooks for any workflow as you grow, with a real customer story and a live build. If you want the detailed version, this is it. Watch the recording.
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