Managing At-Risk Meetings with Gainsight
Hi everyone - I would like to move our at-risk meeting process into Gainsight. The main goal is to review the red/yellows and ensure that we understand why they are red/yellow, there is "next step" in place, there is an owner of that next step and that we know if it's been completed. I assume that most people use the Cockpit and CTAs to run these review meetings? Do you have any insights you can share? How does the Timeline factor into this or does it?
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Side note: an additional advantage of using Timeline in this way is you'll notice that when the Timeline activity is logged, it will indicate in the Timeline module that the update is associated with that specific CTA (in fact, it will be hyper linked to said CTA) which is great for historical context and keeping things in one place.