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

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 (please note Lauren won’t be co-hosting this session)

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 operationsla and financial KPI's are associated with a high-performing expansion team?

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Previous
15 May

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

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Next
24 May

Atlanta Chapter Launch & Happy Hour