Niche Track C

Client Success and Account Management

Week 1 — Client Onboarding

1

First 30 days

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Focus heavily on securing quick time-to-value.

Your Task

Build a checklist

Create a client onboarding checklist.

KC

Week 1 Knowledge Check

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Knowledge Check

Test Your Understanding

What is the main goal of the first 30 days?

Week 2 — Renewals & Upsells

1

Renewal conversations

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Strategic approach to renewals: establishing value precedent.

Your Task

Draft renewal email

KC

Week 2 Knowledge Check

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Knowledge Check

Test Your Understanding

When should you begin preliminary renewal discussions?