Website Cookies

We use cookies to make your experience better. Learn more on how here

Accept
Customer Retention & Expansion

If you’re not growing, you’re dying

Far too many CS teams are lacking the commercial competencies to drive effective retention and expansion at scale.  Existing customers offer the biggest untapped revenue potential and stability for your organisation, yet many teams are missing open goals because they fundamentally don’t understand their customer well enough – or how to become a true strategic partner.

Running Effective QBR’s & Success Plans

For a customer to be truly successful, we must help them achieve their FUTURE goals – not just today’s goals. Many CS teams believe that by simply driving adoption and building end user relationships a customer will naturally renew or buy more. However in today’s competitive, ever-evolving marketplace that’s simply untrue:

  • Why proactive customer expansion is vital in today’s world
  • How to determine which customers to focus efforts and resources on expanding
  • Whitespace Mapping – how to identify upsell & cross-sell opportunities within your account base
  • The 5 critical skills that unlock customer expansion
  • Exploring the key touchpoints, milestones and qualifiers throughout the renewal lifecycle that maximise the likelihood of customer success and expansion
Sales Competencies that your team will develop in this module:

Customer Expansion Tactics

Surfacing Unrecognised Needs

Contextual Questioning

Building a Business Case

Matching Pain to Solution

Driving Growth from Customer Expansion

For a customer to be truly successful, we must help them achieve their FUTURE goals – not just today’s goals. Many CS teams believe that by simply driving adoption and building end user relationships a customer will naturally renew or buy more. However in today’s competitive, ever-evolving marketplace that’s simply untrue:

  • Why proactive customer expansion is vital in today’s world
  • How to determine which customers to focus efforts and resources on expanding
  • Whitespace Mapping – how to identify upsell & cross-sell opportunities within your account base
  • The 5 critical skills that unlock customer expansion
  • Exploring the key touchpoints, milestones and qualifiers throughout the renewal lifecycle that maximise the likelihood of customer success and expansion
Sales Competencies that your team will develop in this module:

Customer Expansion Tactics

Surfacing Unrecognised Needs

Contextual Questioning

Building a Business Case

Matching Pain to Solution

Strategic Account Planning

Having a strong game-plan for how you manage, retain and grow your accounts is vital. A well-structured account plan allows you to drive the right level of ownership and collaboration within your team so that you can successful engage your customer, identify new opportunities and mitigate account risks. Fail to prepare, prepare to fail!

  • What is Strategic Account Planning – and why is it valuable?
  • 8 key activities for effective Strategic Account Planning
  • Adopting a productive mindset to approach account planning
  • Developing a Strategic Account Plan with your customer
  • Best-practice cadences for Strategic Account Planning – driving the right level of alignment, accountability and action
Sales Competencies that your team will develop in this module:

Strategic Account Planning

Customer Expansion Tactics

Identifying & Building Champions

Stakeholder Alignment

Surfacing Unrecognised Needs

Becoming A Trusted Advisor

In today’s competitive business landscape, where buyers are inundated with countless options and information, trust has become the currency that drives successful relationships. When clients perceive you as a trusted advisor, they are more likely to seek your guidance and rely on your expertise. This status sets you apart from the competition and paves the way for sustainable growth, repeat business and enthusiastic referrals:

  • The role of expertise in modern businesses
  • The importance of building trust and rapport when dealing with customers
  • The Trust Equation – how do we influence it?
  • The difference between reactive & proactive customer success
  • The key to becoming a bona-fide trusted advisor
Sales Competencies that your team will develop in this module:

Winning Mindset

Leading with Insight

Surfacing Unrecognised Needs

Building Trust & Rapport

Start a conversation

Get help to improve your sales team’s performance

Speak directly with Raff and Aaron by completing the following form.

This website is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.