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Value-based Account Planning for Revenue Growth

A workshop for post-sale revenue teams ready to stop coasting and start compounding while driving real value for customers.
Context
70–80% of revenue growth typically comes from your existing customers, yet many high-value accounts just drift in maintenance mode while sales teams chase new logos.
Companies routinely leave millions in potential expansion revenue untapped each year simply because cross-functional teams aren't aligned around a clear, actionable plan.
What this is
This 2-hour working session brings Customer Success and Account Management/Sales teams together to tackle a critical account head-on — surfacing risks, uncovering new opportunities, and walking out with a growth plan that's ready to execute.
Your team is also equipped with the methodology to scale this process across other high-potential accounts.
Who it's for
Customer Success Account Owners and Revenue Leaders
Sales Leadership and Account Managers
Rev Ops
What you'll walk away with
1
A clear, realistic plan that earns the right to expansion and advocacy
Transform account strategy with actionable steps that will drive meaningful results for your customer and your company.
2
Hidden risks and overlooked growth bets surfaced and prioritized
Identify potential challenges and opportunities that might otherwise remain undiscovered.
3
Defined next steps and clear accountability
Ensure everyone knows exactly what they're responsible for and what needs to be done and when.
4
A repeatable blueprint for other high-value accounts
Apply the same successful framework to maximize growth across your entire portfolio.
Sample agenda (75 minutes with ~1 hour of pre-work)
1. Kickoff & Context (20 min)
Align on what's working, what's stuck, and what 'great' looks like
2. Deep Dive (40 min)
Uncover blockers, risks, and new revenue paths
3. Plan Building (40 min)
Prioritize actions, assign owners, define immediate wins and longer plays
4. Final Alignment & Commits (20 min)
Confirm the plan and next steps, secure accountability
5. Buffer & Wrap-up (15 min)
Questions, clarifications, and final handoffs
Best fit
If you're reading this, you probably have a stake in driving customer outcomes and renewal revenue. This workshop is for cross-functional teams managing high value strategic accounts with untapped growth potential and scattered execution. For optimal ROI, this workshop is best suited for companies with $100M+ ARR, or a focus account that is $1M+ ARR.
Why it works
Customer Success and Account Management have historically sat on different teams, often with — while complementary — different goals and KPIs. This workshop sets those KPIs aside for a moment and allows for clear-eyed, crisp focus on driving customer outcomes that generate multiple channels for revenue growth with a neutral facilitator (me) whose only metric is to ramp your customer time-to-advocacy and revenue growth. The internal performance metrics will follow if there is alignment on this joint plan.
Why work with Marley
Customer experience leaders often desire a workshop partner who can objectively bring together a cross-functional team, introduce a fresh perspective, and is simultaneously a domain expert. In my time as a CX leader, I never found this perfect sidekick.
Now, I'm that support point for you.
I provide sharp facilitation and 20+ years of experience in this exact space. You can leave the planning and synthesis to me so you can focus on extracting the best from your team. You'll also walk away with a plan and clear accountability. And no one will be chasing after you with pitchforks for "stepping out of your swim lane".
I'll check back in with you a few weeks after the session for any fine-tuning that's needed since Account Planning is a living, breathing process.
Ready for growth?
Your biggest growth lever is already in your book of business. Let's harvest it!
Contact Marley: