How to Develop an Account Strategy

Instructor: Bentzi Rubin

Skills you'll gain

  •   Account Strategy
  •   Customer experience strategy (CX)
  •   Relationship Building
  •   Customer Success Management
  •   Customer Relationship Management
  •   Business Relationship Management
  •   Data-Driven Decision-Making
  •   Account Management
  •   Customer Engagement
  •   Milestones (Project Management)
  •   Customer Service
  •   Expectation Management
  • There are 3 modules in this course

    Designed for account managers, customer success managers, customer service professionals, and business leaders, this course aims to foster predictable and sustainable business growth through proactive customer-centric strategies. By completing this course, you'll be equipped to: -Use the core tenets of effective account strategy to build trust and drive tangible results. -Maximize customer value by implementing a customer engagement strategy tailored to their needs. -Set clear customer expectations using milestones, which is crucial for tracking progress and ensuring alignment with strategic goals. This short course is unique in its combination of customer success strategies, tactics, and practical lessons from industry leaders. To succeed, you will need an eagerness to learn, a commitment to both team and customer success, and strong problem-solving skills—all essential for mastering account strategy.

    Lesson 1: Fundamentals of Account Strategy

    Lesson 2: Developing and Executing Account Plans

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