About the Course
This course teaches CSMs the skills they need to add recurring impact to their customers with every interaction, and therefore drive recurring revenue for the business. CSMs will learn the key moments that matter across the customer journey, how to apply customer-centric principles at each of these moments, and how to grow and expand their customer accounts.
After completing this course, CSMs and Account Managers will be well equipped to proactively manage and grow their accounts.
- CSMs and Account Managers who are responsible for customer account management and account growth
- 8 hours live instruction; one 2-hour session each week
- Delivered via Zoom video conference
- Exclusive access to blueprints, videos, and exercises
- Industry-recognized certification
- Maximum number of learners: 25
$1,500 per seat
or contact us for a private course for your team
Learners engage with their certified Trainer in an experiential learning format, with 8 hours of live instruction including role plays, breakouts, and recurring revenue frameworks applied to real-world situations. Each learner receives access to our learning management platform for concept reinforcement through videos and frameworks.
The SaaS Method for Customer Success
The SaaS Method for Customer Success
Learning Objective: Explore how sales has changed and the moments that matter in the customer’s journey, including First Value and Full Value.
Diagnosis Across the Customer Journey
Learning Objective: Discover how to speak the same language across your organization (as it relates to customer success) and summarize opportunities through the diagnostic framework, SPICED.
The Science of Effective Communication
Learning Objective: Interactions: Illustrate effective communication with customers based on tone, active listening and techniques that open up a conversation.
The Structure of Executive Customer Calls
Learning Objective: Identify how to effectively open calls to capture attention and set the stage for a productive meeting, increasing impact and the CSM’s executive presence.
How to Ask Great Questions
Learning Objective: Demonstrate how to craft and ask questions to help customers articulate desired impact. Explore techniques on how to “go deeper” and navigate unexpected responses.
First Value & Getting to Impact
Learning Objective: Orchestrate a plan to make your customers successful by aligning their goals with a timeline to achieve desired impact.
Storytelling & Impact Review
Leading Strong Impact Reviews
Learning Objective: Conduct Executive Business Reviews with stakeholders throughout their customer journey to uncover opportunities for
How to Share a Compelling Storytelling
Learning Objective: Share stories to influence customers and help them see new impact opportunities without pitching.
Expanding the Partnership
Learning Objective: Balance empathy with action to turn negative conversations into something productive to deepen the customer relationship.
Managing Save Plays based on Trigger Events
Learning Objective: Apply a Save Play based on a triggered event or conversation that could put the customer relationship at risk.
Engaging Decision Makers
Learning Objective: Identify how to get past blockers and deepen relationships with stakeholders and executives to grow the partnership.
Get the highest possible ROI on your training investment with additional Skills Coaching. The biweekly live sessions will help your reps truly master the skills they learned in this course, and create behavior change that sticks using hands-on practice and active coaching through real customer scenarios and deals.
Specific skills covered to reinforce the key concepts in this course include:
- Asking SPICED Questions
- Difficult Conversations
- Internal Handoffs
- Business Reviews
- Trigger Plays
- Kickoff Meetings