Change is inevitable. We may as well learn how to leverage it.
Repeat guest Megan Bowen — host of The Unwritten Playbook — shares how her Customer Success team at Refine Labs uses account transitions to level up in 6 steps. She and host Logan Lyles discuss…
How to be proactive about customer concerns during an account owner transition
Best ways to successfully transfer customer knowledge to new account owners
How new account owners can quickly establish credibility
See Megan’s LinkedIn post on successful customer account transitions here. Hear Megan in 5 Steps to Improve Sales to CS Handoffs.
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