Customer Success Leadership Community

Playbook for expanding services

  • 1.  Playbook for expanding services

    Posted 7 days ago
    I am working on a formal playbook for expanding services with our accounts. The cornerstone of the playbook is wrapped around aligning with clients on their goals and driving value out of the gate. Rather than do this in a vacuum I was hoping the community could share their thoughts and best practices.

    Mike D'Amelio

  • 2.  RE: Playbook for expanding services

    Posted 2 hours ago
    Hi @Mike D'Amelio,

    What services are you going to provide?

    Zenya Learning LLC
    Pam Micznik
    Managing Director

  • 3.  RE: Playbook for expanding services

    Posted an hour ago
    I just replied in another thread on a similar topic on the benefits of aligning playbook with categorizations of client goals so you can match the goals of the client with the playbook based on opportunity type (is this an expansion playbook, a churn risk recovery playbook, etc.). 

    Some of the info in that thread might be helpful to you?

    Jason Myers
    Vice President