Executive Touch Points

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This article describes how to configure executive-to-executive touch point tracking in Staircase AI by adding your team’s and your clients’ executive profiles under the ‘Executives’ settings, enabling visibility through the Gap Analysis report to monitor meeting consistency.

A key part to any customer engagement is creating and nurturing relationships with your customer executive teams. While this is a priority activity, it's oftentimes hard to track. Until now! Identify both your own execs and your client execs and Staircase will track those exec:exec connects for you and surface an insight when one is overdue.

Step 1

Step 2

In the 'find users' search bar, enter the name of each executive on your team and click to select.

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Step 3

Now you're ready to rock! Use Staircase's 'Gap Analysis' report to check exec:exec touch points for each customer. A green check means you're on track and a red x means action needed.

If you aren't seeing green checks or red x's here, check to ensure you've assigned the Exec Sponsor role for your customers in Staircase.