B2B Growth: Your Daily B2B Marketing Podcast
B2B Growth: Your Daily B2B Marketing Podcast

Episode 2001 · 2 months ago

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 transition
  • Best ways to successfully transfer customer knowledge to new account owners
  • How new account owners can quickly establish credibility

See 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.

In-Stream Audio Search


Search across all episodes within this podcast

Episodes (1518)