Understanding and implementing an effective account strategy is crucial because it enables organizations to focus their resources efficiently, enhancing profitability and ensuring long-term customer loyalty. The goal of an account strategy is to maximize the value of the account for both the customer and the company, leading to increased revenue and long-term partnership.
Designed for account managers, customer success managers, customer service professionals, and business leaders, this course aims to foster predictable and sustainable business growth through proactive customer-centric strategies.
By completing this course, you'll be equipped to:
-Use the core tenets of effective account strategy to build trust and drive tangible results.
-Maximize customer value by implementing a customer engagement strategy tailored to their needs.
-Set clear customer expectations using milestones, which is crucial for tracking progress and ensuring alignment with strategic goals.
This short course is unique in its combination of customer success strategies, tactics, and practical lessons from industry leaders.
To succeed, you will need an eagerness to learn, a commitment to both team and customer success, and strong problem-solving skills—all essential for mastering account strategy.
Overview
Syllabus
- How to Develop an Account Strategy
- The objective of this course is to provide a foundational understanding of Account Strategy, defining its essential role in strategic business planning and emphasizing its significance in driving business growth and customer success. This course aims to foster predictable and sustainable business growth through proactive customer-centric strategies.
- Lesson 1: Fundamentals of Account Strategy
- This lesson introduces the core concepts of Account Strategy, its benefits, and how to understand your Customers and the competitive landscape.
- Lesson 2: Developing and Executing Account Plans
- This lesson focuses on setting Strategic Account goals, developing customized solutions, identifying opportunities and managing risks, building relationships, using data-driven decision-making, and creating actionable account plans.
Taught by
Bentzi Rubin