6 Specific Steps for Managing Account Transitions

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 transitionBest ways to successfully transfer customer knowledge to new account ownersHow new account owners can quickly establish credibilitySee Megan’s LinkedIn post on successful customer account transitions here. Hear Megan in 5 Steps to Improve Sales to CS Handoffs.Never miss an episode by subscribing to B2B Growth on Apple Podcasts, Spotify, or wherever you listen to podcasts.Listening on a desktop & can’t see the links? Just search for B2B Growth in your favorite podcast player.