Advanced Service – Executive-Level Customer Impact

$2,500.00

Ideal for leaders, senior CSMs, or execs looking to operate as true strategic partners to their clients.

What’s Included:

  • Pre-Session Audit: Review of your current customer success processes, tools, and key accounts.

  • Executive-Level Communication: How to own the room in C-suite meetings, lead impactful QBRs, and influence decision-makers.

  • Retention & Expansion Strategy: Proven methods to identify opportunities, prevent churn, and drive growth.

  • Custom Playbook Creation: Tailored to your accounts, team, and tech stack.

  • Technical Deep Dives: Connecting product capabilities to strategic business goals.

  • Advocacy Building: Turning satisfied customers into active promoters.

  • 30-Day Follow-Up: Private session to track progress, refine strategies, and address challenges.

You’ll Walk Away With:

  • A fully customized customer success playbook.

  • The skills and confidence to influence executives.

  • A retention, expansion, and advocacy strategy ready for immediate execution.

Session Type & Value:

Full-day strategy + custom playbook + 30-day follow-up

Ideal for leaders, senior CSMs, or execs looking to operate as true strategic partners to their clients.

What’s Included:

  • Pre-Session Audit: Review of your current customer success processes, tools, and key accounts.

  • Executive-Level Communication: How to own the room in C-suite meetings, lead impactful QBRs, and influence decision-makers.

  • Retention & Expansion Strategy: Proven methods to identify opportunities, prevent churn, and drive growth.

  • Custom Playbook Creation: Tailored to your accounts, team, and tech stack.

  • Technical Deep Dives: Connecting product capabilities to strategic business goals.

  • Advocacy Building: Turning satisfied customers into active promoters.

  • 30-Day Follow-Up: Private session to track progress, refine strategies, and address challenges.

You’ll Walk Away With:

  • A fully customized customer success playbook.

  • The skills and confidence to influence executives.

  • A retention, expansion, and advocacy strategy ready for immediate execution.

Session Type & Value:

Full-day strategy + custom playbook + 30-day follow-up