Retain and Grow
How effectively do you retain and expand customer relationship value? Receive immediate recommendations for improvement
Get Ready for Customer Success
Full and half-day workshops help you and your team define programs to retain customers and expand relationship value
Live Expert Assitance
Let us provide live one-on-one expert guidance. Get started with a complimentary coaching session
Playbooks and Research
Access our Playbooks and gain insights from our latest research
Relationship Retention and Growth Best Practices
Assure that customers remain actively engaged and productive with the products they own.
Conduct ongoing assessments to determine if customers are satisfied. Use appropriate assessment techniques such as a health index, transactional surveys, customer interviews and relationship surveys.
Help customers to understand the benefits they receive from services. Go beyond the number of times a customer has called and help them understand how Success and Support entitlements positively impact their ability to conduct business.
Nurture and retain existing customers and identify opportunities to grow the relationship by creating opportunities to apply new product and services.
Institute polices and allocate staffing to proactively ask customers for the renewal. Don’t assume that customers will renew, ask them.
When customers decline to renew their services investigate the underlying reasons and formulate plans to overcome renewal objections.
The NPS workshop introduces the concepts of Net Promoter Scoring from implementation to action. Topics covered include the strategies and practices required to capture meaningful data; implementation of an NPS survey; customer targeting strategies; enabling tools and analysis of results. The workshop will also help participants develop action plans necessary to increase act on and improve NPS.
Service renewal performance is fundamental to overall corporate financial health. Existing service relationships represent a predictable recurring revenue stream and provide the foundation from which to grow revenue. This workshop will introduce the critical practices necessary maximize renewal of Service contracts. The workshop will cover roles, practices, and essential performance indicators.
This workshop will introduce available customer assessment strategies and help you choose which ones are right for your business. This workshop will explore post transaction surveys, relationship surveys, advisory panels, and methods for assessing the general sentiment of customers from community and social interactions. The workshop will introduce Customer Effort Score, general satisfaction assessment, Net Promoter Score, and Sentiment analysis.
This workshop will help participants evaluate current customer retention and attrition issues and introduce strategies to minimize churn and maximize customer retention. The workshop will cover roles, practices, and essential performance indicators.
This workshop helps companies develop the programs, practices, and skills necessary to retain and grow existing customer relationships. This workshop will emphasize creation of programs to expand opportunities for enhanced services and the strategies necessary to create up-sell and cross-sell opportunities. The workshop will cover roles, practices, programs, and essential performance indicators for successful relationship value expansion.