Use a regular review to understand customer goals, unresolved friction and opportunities to help.
Start with the customer’s goal
Review what the customer is trying to achieve, not just their recent activity. Ask whether the current workflow still supports that goal.
Leave with a shared action
Capture one or two concrete next steps and agree who owns them. Revisit those commitments at the next review before adding new ones.
Written by Emma Wilson
Notes from the Navrenza demo workspace on making everyday collaboration clearer.
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