Success2Win
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
Gain the critical skills you need to effectively manage stakeholders and drive value

Understand motives
Uncover what’s driving client stakeholders and strategically articulate pain, value and insight.
Deliver bad news
When there’s a change that 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.
What you’ll learn during Success2Win
Here are just a few things you’ll learn how to do during Success2Win
Prioritize actions
CS teams have many responsibilities – we provide a framework that helps prioritize where they should 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.
Success2Win workshop topics
These are some of the primary topics covered during a Success2Win workshop
Difficult client situations
Understand client decision making using the 2Win CDIMâ„¢ 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.
Expanding your access
Gain access beyond your client’s program administrator – use business impact conversations to build and grow connections with line-of-business leaders.
Success plan
Create a success plan by combining discovery findings with strategic team planning and tactics.