ACCOUNT MANAGEMENT TRAINING

BLUEPRINT

For Kickoff, EBR, and Renewals

This workshop targets Account Management Leaders looking to generate more revenue from customers through improved kickoff calls, executive business reviews, and renewal calls.

Curriculum

Session 1

Conducting an Orchestration Call

  • How should my team do handoffs and kickoff calls between sales and customers?
  • How should I construct an orchestration call?

Session 2

Designing a 12-Month Impact Journey

  • How do I design a 12-month impact journey to help customers achieve their goals as fast as possible?
  • How do I design a customer contact schedule that drives alignment with key stakeholders?

Session 3

Executive Business Review (EBR) vs. QBRs

  • How do I orchestrate an impact review/Executive Business Review/QBRs and stay relevant and helpful to the customer throughout our partnership?

Session 4

Renewal/Upsell Calls

  • What should my team be proactive vs. reactive to troubleshoot and overcome objections?
  • Drive business conversations for upsell and cross-sells for account managers?

Instructor

DOMINIQUE LEVIN

Account Management Specialist. Former CEO LogLogic (sold to TIBCO), and CMO AgilOne and Totango.

Certification

TAKEAWAYS

You will receive a Certificate, our Growth playbook, a sales handoff checklist, and joint impact template.

Pricing

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$2,000/participant

Private onsite or remote workshops start at $5000
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Next Course Starts October 6, 2017

Or contact us for private and onsite training.