• Onboard new Business accounts — welcome call within 24h, Day 3 + Day 7 check-ins, ensure fast time-to-value. • Reduce churn — health scoring, at-risk flagging, retention calls using playbooks. Target: under 3% monthly churn. • Upgrade Startups to Business — review startup accounts flagged by usage signals weekly. Run upgrade calls with ROI demo. Bonus: $100 per upgrade. • Convert Monthly to Yearly — proactive yearly pitch at Month 3+. Target: 5% conversion rate. • Identify Enterprise opportunities — flag accounts hitting eligibility criteria (300+ calls/month, offer above €2k) and route to Enterprise team. • Understand your customers’ business — know their funnel, sales process, team structure, and where they’re losing deals. • CRM discipline — log all calls, notes, and next steps in Close CRM after every interaction. Same day, no exceptions. • Reporting — daily 15-min review, weekly portfolio health review, monthly churn report by the 5th.