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Sales Account Management & CS Team Training

Customer Success is a mindset not just a job.

Too many customer success and account management teams are stuck on the hamster wheel.  Putting out fires, driving adoption and chasing renewals.  Whilst addressing tactical/reactive needs is critical, so is being that indispensable trusted advisor who is strategic, value-led and future focussed:
“Share your unique insight that I simply can’t find online”
“Provide me what I need without me asking”
“Help me spot those icebergs in the distance”
“Make my business better, safer and more powerful”

Every program we build at Flow State is about making sure your customer success and account management teams realise that they ARE the critical value add.

Aaron and Raff are customer success and sales account management training experts

Learn how we can design the right program for you

Let’s talk

What an Account Management and Customer Success Team Training Course Typically Covers

  • Driving Growth from Customer Expansion: proactively identify upsell and cross-sell opportunities through account segmentation, whitespace mapping and leading with market insights
  • Running Effective QBR’s & Success Plans: Conveying the ongoing value that your solution is creating for a wide variety of stakeholders so that you can continue to align to your customer’s long-term strategic objectives
  • Strategic Account Planning: leveraging a multitude of information sources, teams and tactics to develop an effective game plan to grow your key accounts
  • Becoming A Trusted Advisor: Positioning yourself as a true industry expert who can help customers see around corners to spot opportunities, mitigate challenges and navigate changing market conditions

The Benefits of Account Management & Customer Success Training for Your Team and Your Business

  • Improved team skills, knowledge, confidence and motivation
  • Improved customer success, retention and expansion
  • Increased customer lifetime value and target achievement
  • Improved customer relationships, NPS scores and advocacy
  • Improved customer case studies, testimonials and referrals

How Training for Account Management & Customer Success Teams Can Be Delivered

We understand that modern account management and customer success teams operate with diverse methods and are often geographically dispersed. Our adaptable approach ensures that we meet your specific requirements, offering our engaging training and coaching in the following formats:

  • In-person We can conduct sessions at your offices or an offsite venue of your choice, whether in the UK or internationally. Typically, we need a large meeting room or a social space to deliver our dynamic team sessions and workshops effectively.
  • Remotely, or a hybrid; We deliver remote training, or a combination of in-person and remote sessions. This includes online team workshops, group and individual coaching sessions, as well as regular program updates and debriefs.

We have successfully delivered programs to businesses worldwide, accommodating various time zones and cultural contexts. Whether you choose in-person or remote delivery, our sessions are designed to energise, focus, and challenge your team, ensuring unforgettable learning experiences.

Let’s talk

“We now have a deeper understanding of our buyer in this current environment and their different priorities, along with the tactics we can use to have stronger customer conversations.”

Niamh O’Leary
Sales Leader, LinkedIn
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