Protect the base. Grow the account.
Strategic account planning, executive engagement, and expansion skills for the team that owns your renewals and growth.
The QBR Conversation Kit
A practical kit for CSMs and AMs to convert QBRs from a vendor readout into a strategy conversation — 20% looking back, 80% looking forward, and every metric translated into an outcome an executive would repeat.
A ready-to-use framework from Sales Assembly that gives your team a proven play for a critical revenue moment.
Download it, run it on your next call or review, and share it with your manager or team.
Instant download – No form fill required
What changes when your CSMs & AMs train with Sales Assembly.
Gross retention
Health-score discipline and executive engagement catch risk a quarter early, while a save is still possible.
Net revenue retention
AMs surface expansion sooner and structure deals that grow the account footprint.
Expansion pipeline
Account planning builds a rolling expansion pipeline your CRO can forecast.
Executive engagement
Customer executives show up to calls and stay in the room, when the review speaks their language.
The post-sale skillset, sequenced for how CSMs and AMs actually grow accounts.
Five certifications, live-taught in modules your team can attend in any order.
Strategic Account Management
Strengthen long-term partnerships through proactive planning and strategic relationship development.
Renewal Strategy
Customer Health & Churn Mitigation
Change Management
Running Business Reviews That Deliver Value
Relationship Management
Build and sustain trust, align stakeholders, and proactively guide customers through their journey.
Creating and Utilizing Mutual Success Plans
Leading Organized and Productive Customer Meetings
Positioning Yourself as a Partner
Mapping and Growing Customer Relationships
Conflict Resolution
De-escalate issues, manage escalations, and proactively prevent conflict to preserve trust and revenue.
De-Escalating Customers
Escalation Process Management and Best Practices
Proactive Expectation Management
Risk Mitigation
Detect risks early, prevent churn, and strengthen stakeholder alignment across the account.
Segmentation and Engagement Models
Creating and Utilizing Account Plans
Account Alignment with Execs, Champions & Owners
Navigating Common Customer Stumbling Blocks
Expansion Selling
Identify, plan, and execute account growth opportunities by aligning expansion to customer priorities and building internal champions.
Expansion Planning & Execution
Internal Champion Development
Upsell Opportunity Mapping
Reframing Customer Concerns
Let’s see if we’re a fit.
Tell us where your reps are stuck. We’ll show you where we can help, and point you elsewhere if we can’t.
