Prescriptive Customer Meetings that Drive Success | PeakSpan Master Classes
Prescriptive Customer Meetings that Drive Success
By JP Von Halle
July 25, 2024
This session will provide a structure for moving from inconsistent, disjointed, and passive meetings to ones that prescriptively drive success, including:
- Optimal Customer Journey: structure the customer journey for success and organizational alignment
- Customer Success Reviews: tactically driving progress on objectives
- Executive Business Reviews: creating strong alignment with customer Executives and establishing go-forward goals
- Data Continuity: a strategic approach to capturing key customer data throughout the journey and holistic reporting
PeakSpan Master Class: Prescriptive Customer Meetings that Drive Success from PeakSpan Capital on Vimeo
About JP Von Halle
JP has over 20 years of experience in Customer Success Management, Professional Services and Support. He brings a uniquely practical perspective shaped by leading Best Practices / Operations to scale and ensure operational excellence as well as managing Customer Success teams:
- Splunk Director CS Best Practices & Operations: led strategy/deployment of industry-leading processes and systems for 185 CSMs covering $4B in ARR
- VMWare Head of Strategic Customer Success: led and developed processes for the team responsible for strategic account satisfaction, renewals, and expansion totaling $100M ARR
- DocuSign Director Project Management: led team deploying solutions for top customers and standardizing the Project Management practice during DocuSign’s historic growth phase