CLIENT SUCCESS TRAINING PROGRAM
Dramatically raise the barrier to exit for your customers, so you can drive adoption, retention and expansion.
The CS Struggle is Real
Customer Success (CS) teams need to build executive relationships. Yet, they often get pulled into day-to-day client necessities. They are reactive instead of proactive.
It’s up to CS teams to motivate clients to adopt the stickiest parts of the solution. To establish the solution as mission critical. To dramatically raise the barrier to exit.
Go Beyond Adoption
World-Class CS teams preserve revenue and cultivate expansion opportunities. They create raving fans who eagerly introduce new stakeholders.
Success2Win helps your team become strategic partners to your clients. So you can uncover new use cases. And identify growth areas. And grow your footprint.
Get Success2Win Certified
Understand motives
Uncover what’s driving client stakeholders and strategically articulate pain, value and insight.
Deliver bad news
When there’s a change a client perceives as negative, it’s up to CS to deliver that news. Learn to do it in a way that preserves relationships.
Inspire action
Connect to your audience’s underlying emotions to advance your deal or project.
Success2Win Workshop Topics
Difficult Client
Situations
Understand client decision making using the 2Win CDIM™ framework and learn tactics to maintain control of difficult situations.
Business Impact Conversations
Become “mission critical” to business leaders and expand reach and influence with line-of-business leaders.
Expand Your Access
Gain access beyond your client’s program administrator – use business impact conversations to build and grow connections with line-of-business leaders.
The Success Plan
Create a Success Plan by combining discovery findings with strategic team planning and tactics.
What You'll Learn During Success2Win
Prioritize Actions
CS teams have many responsibilities – we provide a framework that helps prioritize where to focus.
Turn Objections Into Opportunities
Turn client objections, frustrations or barriers into opportunities to persuade and gain influence.
Drive Value
Convince client executives of the value of their investment, so you can drive ACV.
2Win Skills Training Programs
What Participants Have Said About Success2Win!
Who knew that virtual training could be so impactful? Thank you to the team and to our awesome facilitator for coaching us and actually empowering me with real skills I can apply daily in my role. I’m 100% confident this training will improve my win rate.
2Win training is always amazing, this was no exception.
Very engaging and totally applicable to my daily job. [Our facilitator] was knowledgeable and a lot of fun to work with! He made all this information easy to digest.
Great session! Nice bite sized suggestions that can actually be implemented real-time.
Success2Win Training
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Course Overview
Collaborative. Insightful. Transformative. Long-Lasting Results.
The struggle is real. Customer Success (CS) teams need to build executive relationships. Yet, they often get pulled into tactical day-to-day client necessities. Here’s the challenge: the barrier to exit for many SaaS solutions is low. It’s up to CS teams to motivate clients to adopt the stickiest parts of the solution, establish the solution as mission-critical, and dramatically raise the barrier to exit.
World-class CS teams preserve revenue and cultivate expansion opportunities. They go beyond adoption. They uncover new use cases, identify growth opportunities, and create raving fans who eagerly introduce new stakeholders.
Your Success2Win client success training program teaches participants how to become strategic partners who deeply understand client motivations. Success2Win alumni inspire action, accelerate decision-making, and grow their footprint.
Participants learn how to approach client conversations with genuine curiosity, ask thoughtful questions, expand their influence, manage multiple stakeholders, and inspire action. They learn how to deliver bad news while managing frustrated customers and preserving client relationships. They grow to be seen as a valued advocate instead of just another vendor.
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Self-Paced Video Learning Lesson List
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Course Opening
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Guiding Principles
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Handling Difficult Client Conversations
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Business Impact Conversation
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Expanding Influence
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Success Plan
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Professional Quality
Self-paced lessons use modern and engaging video production and graphics to enhance engagement and learning. Each lesson features 2Win experts that guide the participants through their knowledge journey and exercise completion.
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Types of Exercises
Participants complete an on-line exercise after each major course section that prepares them for their live-virtual presentation. Exercises include:
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Understanding how your empathy profile impacts your communication approach
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Preparing for difficult client situations
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Applying the CDIM™ framework to prepare for a business impact conversation
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Preparing to expand your reach and influence
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Distilling your discovery information into a success plan
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Key Workshop Benefits
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· Understand the motives of client stakeholders and strategically articulate pain, value, and insight.
· Strategically position conversations above features and functions to connect your value to stakeholder motivations and goals.
· Develop team consistency with a repeatable and efficient process and structure.
· Secure client loyalty and drive renewals and expansion.
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Superior Virtual Training
What makes our virtual Training Different?
Engineered to Deliver Long Lasting Results – Demo2Win is an annual training program that modernizes how your team learns and applies winning demo skills and tactics. The training consists of three distinct phases: leadership preparation, participant workshop, and ongoing guidance and reinforcement. This innovative approach to training ensures the winning skills your participants learn in the launch phase of the mission become long-lasting behavioral changes, safeguarding your investment and providing continual returns.
- Designed with Virtual in Mind – Most skills-based training companies have implemented virtual training with exhausting lectures and slide-sharing. Not 2Win! We architected and purpose-built our virtual training courses to be flexible, impactful, and practical. Uniquely designed for an online training format.
- Proven Satisfaction – Our virtual training satisfaction scores are equivalent to our in-person scores. We’re keeping presales, sales, and client success engaged that results in an immediate impact your team’s effectiveness.
- Masterful Virtual Delivery and Coaching – No technical difficulties. No sound quality issues. No excuses.
- Quality Development and Production – Our lessons and exercises are bite-sized and easy to digest. We use high-quality video, graphics, and activities to create a learning experience that is interesting, challenging, and educational.
- Grow at Your Own Pace – We scale globally for even the largest enterprises and audiences.
- A Unique Take on Virtual Training – 2Win! virtual training offers a combination of user-friendly mobile tools, web-enabled video platforms, and virtual coaching so your most expensive resources gain immediate and long-lasting benefit to your strategic goals.
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FAQs
What is the core objective of the Success2Win program?
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The Success2Win client success training program is designed to empower Customer Success (CS) teams to build strong executive relationships, motivate clients to adopt key aspects of SaaS solutions, and ultimately raise the barrier to exit by establishing the solution as mission-critical.
What skills will participants develop through this program?
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Participants learn to expand their influence, engage in client conversations with genuine curiosity, manage client frustrations, deliver bad news effectively, and be seen as valued advocates rather than just vendors.
How does Success2Win help in dealing with client objections and frustrations?
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The program teaches participants to use emotional intelligence (EQ) and professional empathy to turn objections, frustrations, or barriers into opportunities to persuade and gain influence.
What are the key benefits of the Success2Win program?
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The program focuses on understanding client stakeholder motives, positioning conversations strategically, developing a consistent and efficient process, and driving client loyalty for renewals and expansion.
How does Success2Win ensure the program’s impact on actual client engagements?
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The program provides practical examples and exercises that mirror real-world scenarios, ensuring that participants can apply what they learn directly to their client engagements.
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