Strategy Sessions with CS team
Julie Schifter
Member Posts: 23 Thought Leader



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

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
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Comments
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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,
Banafche0
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