Webinar: How To Build An Effective Relationship With Your Client

One of the most important aspects in being a successful Customer Success Manager (CSM) is building and maintaining a relationship with the client. How do you build and maintain a relationship that is authentic, and sets you up as a trusted advisor? How can you develop your own personal “relationship brand” so that you’re the person the client wants leading the account? Despite having the best solution for the client, many CSMs struggle to build an effective relationship with different people within the client organization, which may cause the client to eventually churn.

This webinar focuses on how to build an effective relationship with your customer that makes them feel unique, and that you have their best interest at heart. We will also discuss how to set expectations up front with the client so they will continue to renew year after year. And we will examine what happens when you fail to build a relationship with the client, using examples of real client engagements.

Meet the presenters:

Jason Whitehead

Jason Whitehead is the CEO of Tri Tuns, a Customer Success and Software Adoption training and consulting company. He helps organizations develop the practices and capabilities that ensure people actually adopt systems to achieve clear and measurable business value to the organization. 

Shelly Sabhikhi

Shelly Sabhikhi is an engineer/ MBA professional, and has worked as a consultant for several consulting firms, including Accenture, and has had the opportunity to interact directly with different clients.  In addition, she has over eight years of improv experience and has used her skills as a consultant and an improviser to help develop relationship building strategies for customer success.