Read More
VIRTUAL EVENT

Next-Level Discovery Skills That Drive Retention & Growth

One of the trickiest Customer Success Management skills to develop is discovery. You have to ask strategic questions to uncover critical information that leads to effective action. That's why in this workshop, we'll share the key insights and strategies you need to level up your discovery skills and crush your goals. Plus, we'll provide you with a takeaway activity worksheet you can use to hone your new skills even further!

‍

|

Watch on Demand

Siobhan Alexander

Director of Customer Success

Catalyst

What you'll learn:

Catalyst

Truly understand your customers.

When a CSM isn’t asking the right questions, it’s difficult to know the customer’s goals, needs, and sentiment. Through active listening and discovery skills, CSMs can establish a strategic partnership with the customer to feel heard, understood, and guided.

Catalyst

Drive meaningful conversations.

You can’t build trust through surface-level conversations. Customers need a trusted advisor who they can lean on throughout their journey, and for CSMs, this means going deeper into customer interactions (and yes, that includes asking tough questions).

Catalyst

Identify risks and opportunities.

Will the customer renew? Is it time for an upsell? Data serves as a great leading indicator, but it’s not definitive. Intentional questions can give the CSM the insights they need that will inform what the best next steps are on an account.

Generate more revenue, through your customers.

See Catalyst in action
IN PERSON EVENT

Next-Level Discovery Skills That Drive Retention & Growth

One of the trickiest Customer Success Management skills to develop is discovery. You have to ask strategic questions to uncover critical information that leads to effective action. That's why in this workshop, we'll share the key insights and strategies you need to level up your discovery skills and crush your goals. Plus, we'll provide you with a takeaway activity worksheet you can use to hone your new skills even further!

‍

|

Watch on Demand

Siobhan Alexander

Director of Customer Success

Catalyst

Agenda:

Have some fun with us!

No items found.

What you'll learn:

Catalyst

Truly understand your customers.

When a CSM isn’t asking the right questions, it’s difficult to know the customer’s goals, needs, and sentiment. Through active listening and discovery skills, CSMs can establish a strategic partnership with the customer to feel heard, understood, and guided.

Catalyst

Drive meaningful conversations.

You can’t build trust through surface-level conversations. Customers need a trusted advisor who they can lean on throughout their journey, and for CSMs, this means going deeper into customer interactions (and yes, that includes asking tough questions).

Catalyst

Identify risks and opportunities.

Will the customer renew? Is it time for an upsell? Data serves as a great leading indicator, but it’s not definitive. Intentional questions can give the CSM the insights they need that will inform what the best next steps are on an account.

Generate more revenue, through your customers.

See Catalyst in action
ROUNDTABLE EVENT

Next-Level Discovery Skills That Drive Retention & Growth

One of the trickiest Customer Success Management skills to develop is discovery. You have to ask strategic questions to uncover critical information that leads to effective action. That's why in this workshop, we'll share the key insights and strategies you need to level up your discovery skills and crush your goals. Plus, we'll provide you with a takeaway activity worksheet you can use to hone your new skills even further!

‍

|

|

Watch on DemandWatch on Demand
Sponsored by:
No items found.

Hosted by:

Siobhan Alexander

Director of Customer Success

Catalyst

Have some fun with us!

No items found.

What you'll learn:

Catalyst

Truly understand your customers.

When a CSM isn’t asking the right questions, it’s difficult to know the customer’s goals, needs, and sentiment. Through active listening and discovery skills, CSMs can establish a strategic partnership with the customer to feel heard, understood, and guided.

Catalyst

Drive meaningful conversations.

You can’t build trust through surface-level conversations. Customers need a trusted advisor who they can lean on throughout their journey, and for CSMs, this means going deeper into customer interactions (and yes, that includes asking tough questions).

Catalyst

Identify risks and opportunities.

Will the customer renew? Is it time for an upsell? Data serves as a great leading indicator, but it’s not definitive. Intentional questions can give the CSM the insights they need that will inform what the best next steps are on an account.

Small groups, Big Engagement!

Generate more revenue, through your customers.

See Catalyst in action
client success platform
Get our Newsletter!
Questions?
We have answers and we love feedback.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Product
Account LayoutsCustom DashboardsCustomer SegmentationEmailHealth InsightsJourney BuilderPlaybooksCustomer Activity TrackingWorkflow ProductivitySecurity & Compliance
Use Cases
Increase RetentionGo from Reactive to ProactiveGet Ahead of RisksIncrease Upsells & ExpansionsScale & Automate
Community
Community HomeBlogCHATalystThe UnicornionCoaching CornerPodcast: Humans of SaaSGreat CS DebateSales Vs. CSMental Health & Wellness InitiativeCS Memes
Company
About UsCareers — We’re Hiring!Contact Us
© 2024 Catalyst Software. All rights reserved.
Responsible Disclosure PolicyAcceptable Use PolicyPrivacy PolicyStatus
Made with love in NYC