RightCapital’s Post

Still on the fence about joining us in San Diego at Perform24? 🤔 We’ve got five reasons that prove why our user conference is a surefire way to go beyond your expectations of what collaborative financial performance management can do for your organization. 💪 Read them here: https://lnkd.in/dexX9kXg P.S. - Don't forget, early bird pricing ends at the end of the month, and the virtual experience is completely FREE! 💥 #PlanfulPerform24

Having a pipeline full of new business opportunities is cool. You know what's cooler? Obsessing over building solid relationships with all your current clients and consistently over-delivering. What's really helped us solidify this is identifying our Queen Bee Role "QBR". Any decisions we make are filtered through our QBR and set of core values. It's not just about alignment—it's about driving client lifetime value (LTV) as high as possible. We've even made bold moves like offering free services or directing clients to competitors if they're a better fit. Why? Because for us, it’s all about maximizing client satisfaction, not just filling our portfolio. If the term QBR is new to you, I'd recommend "Clockwork" by Mike Michalowicz. It’s transformed our approach, helping us prioritize what truly matters. Have you identified your business' QBR or main metric yet? How has it impacted your decisions?

We’re back with our “3️⃣ Questions On…” series and we are picking the brain of our CSM Lead, Monica Norris. This time: Client Evolution. Here’s what Monica says about: 🔍 How can you identify a client that could use a revamp in their lifecycle strategies? 🛠️ How can you produce a solid foundation for a client looking to ramp up their efforts? 🎯 How do you ensure client goals are being met from day one?

🚨 Day 4 Recap of the Credit Repair Made Easy Challenge! 🚨 Wow, what a session! 😮💨 We went all in today, and the results are speaking for themselves! From eye-opening strategies to game-changing insights, it’s clear that this challenge is making a BIG impact. 💬 The feedback has been incredible—just wait until you see the testimonials. Spoiler: They’re already seeing major wins! 🙌 #CreditRepairChallenge #Day4Recap #WinningStrategies #TakeControl

🌟 Just in! Thrilled to hear such positive feedback about our Business Process Mapping Crash Course! Thank you for the glowing review! We're all about delivering knowledge in a way that sticks, with real-life examples and exercises that truly deepen understanding. And we're thrilled you found it both insightful and enjoyable! 💡 #BusinessProcessMapping, #BusinessProcessMappingCrashCourseReview, #PRIMEBPM, #PRIMEBPMCourse, #PRIMEBPMFeedback #BusinessProcessMappingCrashCourseFeedback

🚀 Are manual processes slowing down your workflow? ⏳ As we dive deeper into the digital age, it's crucial to reassess the time spent on manual tasks. From data entry to repetitive admin work, every minute counts towards productivity and innovation. 💡I'm curious, how much time do you think your team spends on manual processes each week? Let's start a conversation

Here's what's new this week at RightCapital: ⏩ Drag and Drop Multiple Vault Items

Execs ignore emails asking for a Quarterly Business Review because most Customer Success teams treat them as a low-value check-in. Instead, share an insight ahead of time and reframe the QBR meeting as “Quick Benchmarks and Recommendations” where you’ll outline a plan for better solving their problems. On Wednesday May 8th, I’ll be breaking down ways to lead more effective QBRs in partnership with Women of Customer Success. Details in comments.

Managing and developing your retention schedule isn’t a sprint—it’s a marathon that requires strategic pacing, endurance, and ongoing effort. 👟🏁 Join us on Thursday, 11/7 @ 2 PM EST as we team up with ARMA International for an insightful session, "From Start to Finish: The Marathon of Improving and Maintaining Your Retention Schedule." https://okt.to/qHnJ2P Learn how to transform a complex retention process from spreadsheets to a streamlined, user-friendly system. Discover how to: ✅ Gain stakeholder support to build momentum and secure buy-in. ✅ Ensure end-user adoption for seamless implementation. ✅ Simplify the review process to keep your schedule compliant and up-to-date. ✅ Incorporate automation to save time and minimize errors for long-term success. Ready to take your retention schedule from confusing to cohesive? Register now and join us to learn how to master the marathon! 🏃♀️👉 https://okt.to/qHnJ2P #Webinar #RecordsManagement #RetentionSchedule #InformationGovernance #DigitalTransformation

Are your client onboarding processes in place? In some hours, ⚡️Roman Villard, CPA and 🥸 Kellie Parks, CPB 🥸 will be back for one last roast of 2024—and it’s going to be legendary. From clunky processes to questionable shortcuts, no workflow is safe from their wit, wisdom, and fiery takedowns. Tune in here: https://hubs.li/Q02_5mm50