Preparing your workspace…
Recognise the milestones behind lasting client value.
Close your first paid product sale.
Move a client to a more suitable paid profile.
Support your first Maximized profile.
Upgrade 10 different businesses.
Upgrade 25 different businesses.
Upgrade 50 different businesses.
Upgrade 100 different businesses.
Expand one existing customer relationship.
Complete ten account expansions.
Complete every field on a client profile.
Renew at least 95% of due accounts, with five or more due.
Close twelve paid sales in one calendar month.
Pass all five product module checks at 80% or higher.
Complete all five Academy modules.
Help ten customers adopt Maximized profiles.