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Renewal Playbooks
Are you achieving your renewal targets?
SOAR creates clarity and scalability through renewal playbooks. Playbooks include renewal process, roles, responsibilities, handoffs, and timing.
Renewal Conversation Skills Training
How effective are your sales and customer success teams in driving renewals?
SOAR builds effective renewal conversation skills across your sales and customer success teams.
Renewal Value Messaging Development
Have your customer success teams developed high impact renewal value messages?
SOAR value messaging programs create high impact renewal messages.
Product Pricing and Packaging
How aligned is your product packaging and pricing with your target buyer journey?
SOAR aligns product packaging and pricing with buyer specific engagement.
Customer Value Model and Assessment
Do your customers recognize the value your organization is delivering?
SOAR value realization, value assessment, and capture playbooks support customer success teams in positioning value delivered.
Renewal Contracting and Negotiations
How effective are your customer success and sales teams in renewal contracting and negotiations?
SOAR negotiation programs supported with renewal scorecards drive higher renewal rates and reduce downsell.
Customer Success Skills Training
Do your customer success teams have the skills to create a high impact customer engagement?
SOAR customer success skills training builds effective skills to drive high impact customer engagement.
Renewal Value Messaging
Can your customers articulate why they should renew?
SOAR creates clarity and scalability through renewal value messaging playbooks.
Customer Value Realization and Capture Playbooks
Do your customers recognize the value your organization is delivering?
SOAR value realization and capture playbooks support customer success teams in positioning value delivered.
Organization Design – Customer Success, Sales
Are your customer success and sales organizations set up to maximize retention and renewal?
SOAR customer success organization design creates clarity on roles and responsibilities to drive maximum retention and renewal.
Renewal Value Messaging
Can your customers articulate why they should renew?
SOAR creates clarity and scalability through renewal value messaging playbooks.
Retention Analysis
Have factors driving retention and at-risk accounts been identified?
SOAR designs retention analysis to focus customer success and sales teams on driving retention.
Revenue/Growth Strategy and Planning
Are your growth rates at the required levels?
SOAR creates revenue/growth strategies and plans to deliver next level performance.
Customer Success Account Segmentation & Coverage Model
Are your sales teams focused on the accounts with greatest potential?
SOAR defines new account segmentation and coverage models to optimize sales effectiveness and efficiency.
Customer Engagement Model
Are roles and responsibilities clearly defined across the customer engagement?
SOAR customer engagement models provide clarity on the role of each team member and their responsibilities to ensure customer success.
Retention Analysis and Scorecard
Have factors driving retention and at-risk accounts been identified?
SOAR designs retention analysis and scorecards to focus customer success and sales teams on driving retention.
Leading Innovation and Change
How effective are your customer success leaders in driving innovation and change?
SOAR innovation leader and change velocity programs build skills to drive innovative change both internally and with customers.
Coaching Skills
How effective are your customer success leaders in coaching their teams to deliver an excellent customer experience?
SOAR coaching programs build customer success leader skills for developing high impact customer success teams.
