Creating and Utilizing Mutual Success Plans

PROGRAM DESCRIPTION

Join Sales Assembly and Julie Persofsky, Growth and Revenue Strategist, as we hone in on Relationship Management as a skill. Customers using all your product’s features and functionality does not always equal value. Defining and aligning value means to your customer through collaborative success plans does. Learn to co-create strategies ensuring shared understanding, fostering stronger relationships, and driving sustained value for both parties involved using mutual success plans.

PROGRAM TAKEAWAYS

1. Success plans should be a mutual commitment and collaboration between customer success managers and customers. They do not require extensive work and can start small.  
2. Success plans should vary based on the customer’s touch and strategic effort.
3. Successful applications of these MSPs include sharing plans cross-functionally, iterating them regularly, holding customers accountable, and leveraging successes to justify renewals.

GENERAL PROGRAM INFO

This module is part of the Skill Certification Program. The content of each module is designed and facilitated by the Thought Leader in collaboration with Sales Assembly. All Thought Leaders are guided and coached to tap into the foundational elements and strategies needed to develop the necessary proficiency to perform within the role in practice as part of the B2B Tech space. To earn your certification, you need to complete all required modules and fulfill participation requirements. Modules can be completed in any order and at your own pace, offering flexibility to fit your schedule.

*Certification Programs do not have an enforced order or limit on timeframe for completion.

ADDITIONAL INFO TO KNOW

This program is open to all employees of SA member companies. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email lissie@salesassembly.com.

All registrants of this program comply with our Terms and Conditions.