Hey there, I trust that your CRM is robust enough to trigger some workflows and automated steps. I would recommend you have an automated series of reminders to both your customer AND their respective relationship manager that fire as the client approaches their end of contract. To your internal...
Hey there - it would be helpful to learn a little more about the specifics you are looking for. But, as I understand it, you are wanting to contact those who have booked time with you before and request a review? Depending on how long it has been (thus the "depth" of the relationship), you can ...
Hey! If you are US-based the cheaper and faster option is to use a service like clerky.com, they provide little to none customization but it's good enough for anything before a series A. After that I strongly suggest to use an international law firm, I've had good experiences with Bird&Bird and O...
It's worth noting I'm not a lawyer (I advise you to check in with one) but have played a major role in 4 acquisitions. I would have the contract read that your client pays the success fees, seems a bit odd to have the acquiring company pay the success fees. Let them negotiate with the acquiri...
What are the company's policies regarding the frequency and timing of employee reviews? Start by checking your employee handbook and make sure you completely understand the policies. You then have a decision to make: you can approach your boss to discuss the matter and try to work it out, you c...