Mastering the CS Formula: 3 Part Workshop Journey

ON SALE NOW HERE: https://www.womenofcustomersuccess.com/events

Elevate your customer success game with this interactive 3-part workshop series!

Designed for customer success professionals of all levels and role types, this program will equip you with the essential skills and strategies to drive customer retention, increase revenue, and propel your individual book and team’s growth.

For three consecutive weeks in May, starting on the 8th, the Women of Customer Success community will be hosting three 1-hour sessions led by an industry expert! You'll gain practical insights, participate in interactive exercises, and leave with actionable takeaways to implement immediately. You’ll leave each workshop with a tangible takeaway, such as a QBR template, data analysis cheat sheet, or expansions playbook.

** There are 2 time options each week to register for. Choose the time zone that best suits you when buying your tickets: **

EMEA & North America: May 8th, May 15th, May 22nd at 9am PDT

APAC: May 8th, May 15th, May 22nd at 9am AEDT

Here's what you'll learn in each workshop:

Workshop 1: How to Run Effective Quarterly Business Reviews (QBRs)

Join Sarah Wood for an interactive workshop where we will talk about the key ingredients to a great business review, and some tactical exercises to elevate your approach to account planning and champion building, improving your chances or securing the attention and buy-in of your executive stakeholders.

This workshop will cover:

1. Discovery
2. Connecting your work to bottom line impact
3. How to capture the interest & attention of executive buyers
4. Tactical exercises in account planning & multi-threading
5. Story-telling with data
6. QBR best practises

Workshop 2: How to Use Data to Drive Your Day to Day activities in Customer Success

Join Lauren Salanitro for a collaborative session designed to help Customer Success professionals understand the power of data-driven decision-making. This workshop will teach you how to identify and track key metrics, harness relevant tools for data collection and analysis, and most importantly, translate insights into actionable strategies that improve customer outcomes. Lauren will also walk through a real life example of the framework her customer success managers use week over week to manage their book of business in real time, enabling them to get ahead of churn and work more strategically.

This workshop will cover:

1. Understanding the Power of Data in Customer Success
2. Identifying and learning about key CS data points
3. Tools and techniques for data collection and analysis
4. Turning data into actionable insights
5. Real like framework used with Lauren's team ("Gold Standard" framework)

Workshop 3 (in proud partnership with Vitally!): How to Drive Expansions and Upsells in Your Book of Business

Master the art of identifying upsell opportunities and securing strategic account expansions. In this session with Rob, we'll learn about a methodology that can turn CS teams from reactive cos-centers of a business, to proactive, revenue-generating functions. Rob's goal is for you to leave this session with an actionable playbook that you can take to your teams to drive maximal NRR.

This workshop will cover:

1. What is expansion anyway, and why does it matter?
2. Why is expansion hard?
3. How do you convince your exec team to let you own expansion?
4. How do you set up your team to produce maximal customer expansion outcomes?
5. What operational and financial KPI's are associated with a high-performing expansion team?

By participating in this workshop series, you'll gain the confidence and tools to:

• Build stronger relationships and deliver greater value to your customers. Learn effective communication strategies and techniques to foster trust and deepen customer connections.
• Maximize recurring revenue and expansion opportunities. Discover proven methods to identify upsell potential, secure account expansions, and drive sustainable growth in recurring revenue.
• Develop a structured QBR framework. Have a framework you can use moving forward that aligns with both your customer goals and your company's objectives.
• Leverage data lead CS activities. Gain a deeper understanding of your customers and create predictable retention.

Don't miss this opportunity to take your customer success skills to the next level! Register today!