Customer Health and Churn Mitigation

PROGRAM DESCRIPTION

Join Sales Assembly and Pamela Marsh for Customer Health and Churn Mitigation, part of the Strategic Account Management certification.

This program focuses on assessing and improving account health through structured frameworks and scorecards. Participants learn to monitor the right signals, build engagement plans, and act on early warning signs. Emphasis is on reducing churn risk and driving stronger customer retention outcomes.

WHAT YOU’LL WALK AWAY WITH

• Four dimensions of account health: score every account 1 to 5 on strategic altitude, engagement, integration and velocity.
• Stop trusting the green dashboard: usage and NPS lag, while sponsor engagement and budget ownership move first.
• Can your champion defend the spend: a happy user without authority won’t save you in a budget meeting.
• Treat external shocks as risk: earnings, layoffs, M&A and budget freezes mean you lean in now.
• Re-anchor on a business outcome: tie your value to a priority leadership has declared, in their language.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

86 attended ◦ 4.71/5 average rating

“Loved the external factors piece – not something we actively track today from the sales side and will bring this in.” Key Accounts Director

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.