Map the available scope

For a Tap Tap Go subscription discussion, begin with the confirmed plan description. List the features relevant to the customer rather than copying every item in the broader ecosystem vision. This separates what the account can use from capabilities described elsewhere that may have different access conditions.

Look for completed tasks

Review whether the customer prepared a useful profile, maintained relevant content or completed the intended team workflow. Raw visits to a feature can be a weak signal. A document library that helps answer recurring client questions may be valuable even if it is updated infrequently.

Adjust based on fit

If a plan is underused, ask whether the issue is awareness, setup friction or a genuine mismatch. The response might be a short education session or a different arrangement, subject to current options. Avoid treating every unused feature as a reason to sell an upgrade or every low activity period as proof of failure.

Imagine this

Hypothetical programme scene

Hypothetically, a customer has access to several showcase tools but uses only a project gallery and contact route. Those two tools may fully support the intended introduction journey. A plan review should ask whether that value justifies the arrangement rather than insisting that every available feature must be used.

Make it practical.

Use this checklist as you read. Checks are not stored.

Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.