Strategy Sessions with CS team

Julie Schifter

Hi GGR network  

I am currently preparing a strategy session for 2021 with an entirely new customer success team. Det session involves a large account with multiple entities and as such multiple needs and the purpose is to enable a CS WoW in 2021 and growth potential in the different entities within the account.  
In that connection I am curios to hear you on the following: 

What is important to focus on in such a strategy session?
Does any of you have a framework for a yearly customer success strategy? 
Does any of you have a great workshop framework used for creating strategies? 

All the best 

Julie

Banafche Garnier

Hi Julie,

My company offers workshops and training based on a Framework for customer success management.  You can view and download the framework here: https://practicalcsm.com/practical-csm-framework-pdf/

Hope that helps!

All the best,
Banafche