# 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

## Continue Exploring

### [Software Durability in an ‘AI World](/content/resources/master-classes/software-durability-in-an-ai-world/index.html)

### [The Inflection Point - "Viable to Valuable"](/content/resources/master-classes/the-inflection-point---viable-to-valuable/index.html)

### [The Four Fundamental Failures of Leadership Teams and How to Avoid Them](/content/resources/master-classes/the-four-fundamental-failures-of-leadership-teams-and-how-to-avoid-them/index.html)  
#### Leadership and Culture

### [Scaling Up -- Playing the Platform Power Game](/content/resources/master-classes/scaling-up----playing-the-platform-power-game/index.html)

### [Operationalizing AI’ Series – Pricing & Revenue Acceleration in the Age of AI](/content/resources/master-classes/operationalizing-ai-series---pricing-revenue-acceleration-in-the-age-of-ai/index.html)

### [Blueprint for Creating "Real Customer Success"](/content/resources/master-classes/blueprint-for-creating-real-customer-success/index.html)

### [Best Practices for Prospect Conversion & Engagement](/content/resources/master-classes/best-practices-for-prospect-conversion-engagement/index.html)  
#### Sales

### [B2B SaaS Public & Private Market Outlook & Update led by Piper Sandler](/content/resources/master-classes/b2b-saas-public-private-market-outlook-update-led-by-piper-sandler/index.html)  
#### Finance