Creating and Utilizing Mutual Success Plans

PROGRAM DESCRIPTION

Join Sales Assembly and Kemyell Rieves for Creating and Utilizing Mutual Success Plans, part of the Relationship Management certification.

This program focuses on co-creating measurable success plans that align customer and seller goals. Participants learn to structure plans, define milestones, and ensure accountability on both sides. The emphasis is on using success planning templates to drive adoption, retention, and long-term growth.

WHAT YOU’LL WALK AWAY WITH

• Four parts to every plan: a North Star with success metrics, named stakeholders, milestones with risks, and value proof.
• Metrics in their language: if the success metrics only live in your CRM, the customer doesn’t own the plan.
• Launch after fit, before complexity: start the plan right after the customer confirms fit, when attention and buy-in are highest.
• Kill the homework objection: tell the customer most of the lift is on you and you only need them on 2 or 3 things.
• Send it as the recap: sharing the plan after the meeting earns you the right to multi-thread and set a cadence.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

97 attended ◦ 4.67/5 average rating

“Kemyell is so engaging. Really enjoy listening to her and her energy.” Renewals Manager

Watch a clip from the last session

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.