GET YOUR
TWEET ON AND
JOIN THE
CONVERSATION
.
#CSWEBINAR
@GETAMITY
+
@KRISTENHAYE
R
A LITTLE
HOUSE
KEEPING
How to Engage Your Customer’s Top Level Executives
GETAMITY.COM/DEMO
• Centralize your data
• Automate heath scoring
• Stop operating in Excel
• Collaborate on playbooks
MAKE YOUR LIFE EASIER
How to Engage Your Customer’s Top Level Executives
AGENDA
Thinking Like an Executive
The Executive Relationship
Understanding Value
Asking Great Questions
Discussing Results
Providing Value
Best Practices
How to Engage Your Customer’s Top Level Executives
Strategic
Long-Term
Business-Focused
Results-Focused
Metrics & Goals Oriented
Executives care about the why
and the what, not the how.
THINKING LIKE AN EXECUTIVE
How to Engage Your Customer’s Top Level Executives
THE EXECUTIVE RELATIONSHIP
Value Discovery
Goal-
Setting
Preliminary
Results
New
Initiatives
ROI
Technical
Discovery
Onboarding Enablement
Best
Practices
Renewal
KEY CONTACT RELATIONSHIP – Proactive + Tactical
EXECUTIVE RELATIONSHIP – Proactive + Strategic
How to Engage Your Customer’s Top Level Executives
UNDERSTANDING VALUE
Revenue
• Increases Sales
• Reduces Churn
• Lowers Costs
Time
• Saves Time
• Increases Efficiency
• Limits Manual Work
Brand
• Develops Consistency
• Increases Awareness
• Improves Reputation
Customers
• Builds Engagement
• Improves Experience
• Minimizes Friction
Employees
• Creates Engagement
• Reduces Turnover
• Enables Recruiting
Mission
• Creates Awareness
• Improves Engagement
• Develops Community
How to Engage Your Customer’s Top Level Executives
IMPACT QUESTIONS:
Questions about the effects, consequences or
implications of the customer’s problem on their
business.
VALUE QUESTIONS:
Questions about the value or usefulness of
solving a problem that the customer has
expressed.
ASKING GREAT QUESTIONS
How to Engage Your Customer’s Top Level Executives
DISCUSSING RESULTS
Build a Goal Plan
• Set the expectation that
you’ll be setting goals
together at the beginning
of the relationship (if you
can)
• Select 2-5 key
expectations or outcomes
• Work with your client to
develop concrete goals
to achieve those
outcomes
Use a Consistent Format
• Choose a goal plan
format that is easy to
read and works well for
presentations
• Use color coding to
quickly indicate whether a
goal was achieved or
missed
• Be consistent across
your CS team
Candidly Discuss Results
• Review both positive and
negative results
• Talk about why you
believe the results are the
way they are, ask the
executive for their opinion
as well
• Discuss what you'll be
doing to improve
negative results, ask the
executive for their ideas
too
How to Engage Your Customer’s Top Level Executives
PROVIDING VALUEIndustryInformation
• Upcoming
Events
• Articles
• Webinars
• Speakers
• New Publications
• Associations
BusinessBest
Practices
• New Books and
Articles
• Links to
Podcasts and
Speakers
• Ideas about
Metrics and
Goal-Setting
BenchmarkingData
• Data on Use of
Your Solution
Compared to
Similar
Companies
• Stories About
Other Customers
Achieving ROI
Become a trusted business advisor to the
executive!
How to Engage Your Customer’s Top Level Executives
BEST PRACTICES
1. Focus on data and facts
2. Be direct and candid
3. Ask questions
4. Wait and listen
5. Respect their time
6. Say thank you
How to Engage Your Customer’s Top Level
Executives
KRISTEN HAYER
Founder & CEO
The Success League
Consulting • Coaching • Training • Newsletter •
Podcast
TheSuccessLeague.io
Kristen@TheSuccessLeague.io
GETTING IN TOUCH
Q & A
How to Engage Your Customer’s Top Level Executives
THANK
YOU/
How to Engage Your Customer’s Top Level Executives

How to Engage Your Customer's Top Level Executives

  • 2.
    GET YOUR TWEET ONAND JOIN THE CONVERSATION . #CSWEBINAR @GETAMITY + @KRISTENHAYE R A LITTLE HOUSE KEEPING How to Engage Your Customer’s Top Level Executives
  • 3.
    GETAMITY.COM/DEMO • Centralize yourdata • Automate heath scoring • Stop operating in Excel • Collaborate on playbooks MAKE YOUR LIFE EASIER
  • 4.
    How to EngageYour Customer’s Top Level Executives AGENDA Thinking Like an Executive The Executive Relationship Understanding Value Asking Great Questions Discussing Results Providing Value Best Practices
  • 5.
    How to EngageYour Customer’s Top Level Executives Strategic Long-Term Business-Focused Results-Focused Metrics & Goals Oriented Executives care about the why and the what, not the how. THINKING LIKE AN EXECUTIVE
  • 6.
    How to EngageYour Customer’s Top Level Executives THE EXECUTIVE RELATIONSHIP Value Discovery Goal- Setting Preliminary Results New Initiatives ROI Technical Discovery Onboarding Enablement Best Practices Renewal KEY CONTACT RELATIONSHIP – Proactive + Tactical EXECUTIVE RELATIONSHIP – Proactive + Strategic
  • 7.
    How to EngageYour Customer’s Top Level Executives UNDERSTANDING VALUE Revenue • Increases Sales • Reduces Churn • Lowers Costs Time • Saves Time • Increases Efficiency • Limits Manual Work Brand • Develops Consistency • Increases Awareness • Improves Reputation Customers • Builds Engagement • Improves Experience • Minimizes Friction Employees • Creates Engagement • Reduces Turnover • Enables Recruiting Mission • Creates Awareness • Improves Engagement • Develops Community
  • 8.
    How to EngageYour Customer’s Top Level Executives IMPACT QUESTIONS: Questions about the effects, consequences or implications of the customer’s problem on their business. VALUE QUESTIONS: Questions about the value or usefulness of solving a problem that the customer has expressed. ASKING GREAT QUESTIONS
  • 9.
    How to EngageYour Customer’s Top Level Executives DISCUSSING RESULTS Build a Goal Plan • Set the expectation that you’ll be setting goals together at the beginning of the relationship (if you can) • Select 2-5 key expectations or outcomes • Work with your client to develop concrete goals to achieve those outcomes Use a Consistent Format • Choose a goal plan format that is easy to read and works well for presentations • Use color coding to quickly indicate whether a goal was achieved or missed • Be consistent across your CS team Candidly Discuss Results • Review both positive and negative results • Talk about why you believe the results are the way they are, ask the executive for their opinion as well • Discuss what you'll be doing to improve negative results, ask the executive for their ideas too
  • 10.
    How to EngageYour Customer’s Top Level Executives PROVIDING VALUEIndustryInformation • Upcoming Events • Articles • Webinars • Speakers • New Publications • Associations BusinessBest Practices • New Books and Articles • Links to Podcasts and Speakers • Ideas about Metrics and Goal-Setting BenchmarkingData • Data on Use of Your Solution Compared to Similar Companies • Stories About Other Customers Achieving ROI Become a trusted business advisor to the executive!
  • 11.
    How to EngageYour Customer’s Top Level Executives BEST PRACTICES 1. Focus on data and facts 2. Be direct and candid 3. Ask questions 4. Wait and listen 5. Respect their time 6. Say thank you
  • 12.
    How to EngageYour Customer’s Top Level Executives KRISTEN HAYER Founder & CEO The Success League Consulting • Coaching • Training • Newsletter • Podcast TheSuccessLeague.io [email protected] GETTING IN TOUCH
  • 13.
    Q & A Howto Engage Your Customer’s Top Level Executives
  • 14.
    THANK YOU/ How to EngageYour Customer’s Top Level Executives