To retain and expand the customer base, with an owner, a routine and a metric. There are 4 trainings, which can be hired on their own or combined in the order the operation needs.
Audience
CS, onboarding and support managers and analysts
The problem
Undetected churn, inconsistent onboarding and reactive renewals.
What is developed in the room
Stays with the company Health score matrix, retention playbook and QBR script
Talk about this trainingAudience
Account managers, farmers, CS and portfolio managers
The problem
Unsegmented portfolios and strategic accounts neglected until the cancellation request arrives.
What is developed in the room
Stays with the company Portfolio management manual and cadence matrix by customer segment
Talk about this trainingAudience
Account managers, KAMs, CS and sales leadership
The problem
Expansion that happens by chance, with no mapping of opportunities in the installed base.
What is developed in the room
Stays with the company Whitespace matrix by account and portfolio expansion playbook
Talk about this trainingAudience
KAMs, key account managers and sales leadership
The problem
Highest-revenue accounts dependent on individual relationships, with no institutional plan.
What is developed in the room
Stays with the company Strategic account plan template and relationship map
Talk about this trainingThe training was fully customized, aligned with the gaps I had identified as Commercial Director. The lessons were absorbed right away and we already see a clear improvement in the company's results.
Caio RoslindoChief Revenue Officer · WePayments
A perfect connection between customer focus, data-driven work and the sales team's routine. The project was led with insight and masterful teaching.
Alessandra CarrascoHead of Data · Roche
I hired a CRM implementation and received something infinitely bigger. Today I see a company able to grow with consistency.
Caio SimioniCEO · SIM Fitness
The consultancy's commitment was essential to align our internal processes and improve our sales performance.
Gabriela ProcopioMarketing Director · Planik
The client-consultancy barrier broke early and we started seeing them as part of our own team. That comes from their high level of commitment.
Ricardo TenórioMarketing Director · Tino
One of the best marketing professionals I have ever met. Critical and systemic thinking, and decisive on top of that. Without a shadow of a doubt, Ícaro would be one of my partners in any business, because he has an above-average ability to turn problems into solutions.
Carlos OuverneyCEO · Bluem
For those who look after the customer base after the sale: customer success, onboarding, support, account managers, farmers, KAMs and sales leadership.
Yes. Many companies handle post-sale with the sales team or with support. The training starts from how the portfolio is managed today and defines an owner, a routine and a metric for each stage.
Through signals. The team learns to read the usage and relationship signals that come before a cancellation and leaves with a health score calibrated to its own base, instead of discovering the risk at renewal.
No. Each training works on its own. Companies that lose customers early usually start with onboarding; those that already retain well, with expanding the base.
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