Segmentation and Engagement Models

PROGRAM DESCRIPTION

Join Sales Assembly and Lisa Honaker for Segmentation and Engagement Models, part of the Risk Mitigation certification.

This program focuses on how to prioritize accounts and allocate time more effectively by using signal-based segmentation. Participants will explore how to evaluate risk, growth potential, and strategic value to determine the right level of engagement across their portfolio.

Designed for customer-facing teams, this session helps participants move beyond one-size-fits-all approaches and instead adopt a more intentional strategy—enabling them to reduce churn risk, improve efficiency, and focus their efforts where they can drive the greatest impact.

GENERAL PROGRAM INFO

New for 2026: This program has been developed by one of our Executives-in-Residence (in collaboration with Sales Assembly), meaning new content and takeaways. Even if you’ve completed this program in past years, if you decide to take this program again in 2026 you’ll gain fresh insights and strategies.

The content of this, and all of our programs, is designed around specific elements, frameworks and strategies needed to build proficiency within the skill.

To earn your certification for this skill, you must complete all required live programs and fulfill participation requirements (you must be live on the zoom for at least 40 minutes). Programs can be completed in any order and at your own pace, offering flexibility to fit your schedule.

ADDITIONAL INFO TO KNOW

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

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