6 Specific Steps for Managing Account Transitions
Mar 12, 2021•34 min•Ep. 2001
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Change is inevitable. We may as well learn how to leverage it.
Repeat guest Megan Bowen — host of The Unwritten Playbook — shares how her Customer Success team at Refine Labs uses account transitions to level up in 6 steps. She and host Logan Lyles discuss…
How to be proactive about customer concerns during an account owner transition
Best ways to successfully transfer customer knowledge to new account owners
How new account owners can quickly establish credibility
See Megan’s LinkedIn post on successful customer account transitions here. Hear Megan in 5 Steps to Improve Sales to CS Handoffs.
Never miss an episode by subscribing to B2B Growth on Apple Podcasts, Spotify, or wherever you listen to podcasts.
Listening on a desktop & can’t see the links? Just search for B2B Growth in your favorite podcast player.
Repeat guest Megan Bowen — host of The Unwritten Playbook — shares how her Customer Success team at Refine Labs uses account transitions to level up in 6 steps. She and host Logan Lyles discuss…
How to be proactive about customer concerns during an account owner transition
Best ways to successfully transfer customer knowledge to new account owners
How new account owners can quickly establish credibility
See Megan’s LinkedIn post on successful customer account transitions here. Hear Megan in 5 Steps to Improve Sales to CS Handoffs.
Never miss an episode by subscribing to B2B Growth on Apple Podcasts, Spotify, or wherever you listen to podcasts.
Listening on a desktop & can’t see the links? Just search for B2B Growth in your favorite podcast player.
For the best experience, listen in Metacast app for iOS or Android