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- Brainstorm and coordinate with all members of the account team on an account at risk
- Sync with Product, Marketing, Sales to discuss emerging trends, patterns, and other recurring feedback to avoid escalations
- Have internal EBRs for large accounts with the exec team
- Establish a cross-functional SWAT team with the support of their managers to be ready to tackle issues when needed
- Not all issues are caused by us
- "Fire" demanding customers
- Track internal politics and other dynamics at the client (sponsor move/loss, lack of IT support, missed client deliverables,...) and develop counter strategies
- Engage and collaborate with the customer to create joint ownership of the resolution of issues
- Point struggling customers at what comparable customers are doing (different) and pull them along
- For all accounts/situations: What are the lessons learned?
- Root cause analysis for escalated issues and risk mitigation strategies
- Offer product exchanges if a different product may be better suited for a customer use case

Would you mind sharing with me as well? julieschifter@gmail.com
All the best
Julie
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Original Message:
Sent: 1/4/2021 9:00:00 AM
From: Ashmeet Bhatti
Subject: RE: Red Accounts Playbook
Hi Jay,
Could you point me to the GGR library where this has been posted, if already?
If not, would it be a bad idea to get it uploaded here on this thread itself?
GGR Community Summary from January 14, 2021
Thanks so much @Matt Vadala, @Ed Powers, @Jeremy Donaldson, @Russell Bourne, @Markus Siebeneick, @Laura Lakhwara, @Namhar, @madelyn , @Shari Srebnick, and @Dan Conroy for speaking on behalf of your teams about Red Account Playbooks.
Here are the highlights:
Engage with your cross-functional peers
Recognize which problems you should fix
Develop lighthouse accounts
Continuously learning and improving
Misc
Coronavirus (COVID 19):
Whilst we accept that these are difficult times for all, and acknowledge the human cost, it is business as usual for us. We have robust Remote Working capabilities and, as such, are continuing to work and adapt to the new reality.
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Privacy |
Sure thing. ashnapatel92@gmail.com
Thank you!
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Original Message:
Sent: 1/4/2021 10:35:00 AM
From: Ashna Patel
Subject: RE: Red Accounts Playbook
I agree. I would love to see this as well and would appreciate it if we can add it to our GGR Library here. Thank you!
Sandra
On January 4, 2021 9:02 AM Ashmeet Bhatti via Gain Grow Retain <community@gaingrowretain.com> wrote:Hi Jay, Could you point me to the GGR library where this has been posted, if already? If not, would it be a bad idea to get it uploaded here on... -posted to the "Customer Success Leadership Community" community
Re: Red Accounts Playbook
Jan 4, 2021 9:00 AM Ashmeet Bhatti
Hi Jay,
Could you point me to the GGR library where this has been posted, if already?
If not, would it be a bad idea to get it uploaded here on this thread itself?
Sandra
On December 30, 2020 3:41 PM Jessy Horrell via Gain Grow Retain <community@gaingrowretain.com> wrote:+1 for the broader share ------------------------------ Jessy Horrell Vodori ------------------------------ -posted to the "Customer Success Leadership Community" community
Re: Red Accounts Playbook
Dec 30, 2020 3:40 PM Jessy Horrell
+1 for the broader share
nkantouros@proformex.com
HI Leah, I have one from a previous job but will need to scrub a few details, are you ok with that? Thanks, Sandra
Hi there!
Wondering if anyone has a sample of a red accounts playbook that you'd be willing to share. We are in the midst of creating a framework for red account management and I'd love to see how others have addressed the challenges.
Thanks!
Looks like this is a popular offer! Ha.
I'd love yo have a read of it too if that's OK? My email is: tomjamesparkinson@gmail.com
I've created a few in the past, and they've always been domain specific outcome type presentations, I'd love to see what other people do too to help us continuously improve.
Thanks
Tom
Best,