How do the tools work? What do they show? It’s important that you feel confident in your understanding and application of the tools. This blog post will help you on your way. [LINK]
Don’t wait to prepare! Ahead of your client meeting, do as much as possible within the tools you plan to use. Set up your client accounts with all the information you can. That way you can focus on showing them the results.
The tools are there to complement and support your existing conversations with clients. Do this through sharing screens and documentation, demonstrating the value you add. Plus, using the PDFs will strengthen this in your review processes.