Training and Learning

Posted Leave a commentPosted in Projects

Training One aspect of taking the lead on a sales or customer success team is that of a trainer, facilitator, and mentor. Your department is only as good as its training system. Without a flexible system for standardized training, the department will not achieve its goals.   Training needs to be meaningful, practical, and useful.  Meaningful […]

Winning Together

Posted Leave a commentPosted in Projects

How to win as a team Managing Customer Success, Client Success, and Sales Teams can create unique challenges based on the myriad of different factors. The only way to deal with this is to note the issues, observe employees’ workflow, have regular meetings that are reflective engagement and participation, and have self-reflection. The crux is […]

7 Steps to a Sale

Posted Leave a commentPosted in Projects

The 7 Steps to a Sale is a framework for converting leads to a sale. This is not a one-sized fits all approach. You can change the order of some of these steps, but for the most part it should be followed as it is laid out. The Steps are not tips and tricks. These […]

3 Keys to Efficient Remote Work

Posted Leave a commentPosted in Projects

Post-COVID-19 life has changed the way we live but also the way we work. The number of companies closing offices and moving to remote positions is increasing. Some smaller businesses realize they don’t need the overhead, while other larger companies can’t ‘force’ their staff back to the office.  What requires remote work to be effective […]