Book discovery call
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.
75%
of companies saw a decrease in NRR in 2024.
66%
of customers believe their Customer Success needs are not being met.
Problem
Companies routinely forgo millions in expansion revenue each year because their GTM teams operate in silos.
Without a single, shared growth roadmap, no one knows which metrics to drive, and customers’ deeper needs get overlooked.
Solution
2‑Hour Alignment Workshop
Bring your Customer Success and Account Management/Sales teams together to zero in on a single, NRR-rich account. In just two hours you will:
  • Lock in shared success metrics
  • Surface and prioritize risks
  • Identify new expansion opportunities
  • Walk out with a ready‑to‑execute growth plan
Align your teams around customer value — and you’ll extend their lifespans by up to 6x, all while tracking real, measurable impact. Plus, your team will leave with a framework you can roll out across every other high‑potential account.
Who it's for
Revenue Leaders
  • Who have high-growth targets from existing customers
  • Looking to improve cross-functional alignment
  • Seeking to unlock trapped expansion revenue
Customer Success Leaders & Managers
  • Focused on improving NRR & retention
  • Aiming to drive measurable customer value
  • Needing a repeatable process for strategic accounts
Sales Leaders & Managers
  • Hunting for new expansion opportunities
  • Wanting to improve strategic account planning
  • Who desire closer collaboration with CS
Rev Ops
  • Interested in scalable revenue processes
  • Focused on data-driven decision making
  • Who want to enable cross-functional teams
What you'll walk away with
1
A clear, realistic plan that earns the right to expansion and advocacy
2
Hidden risks and overlooked growth bets surfaced and prioritized
3
Defined next steps and clear accountability
4
A repeatable blueprint for other high-value accounts
Why work with Marley
Customer experience leaders often desire a partner who can objectively bring together a cross-functional team, introduce a fresh perspective, and is simultaneously a domain expert.
In all my time as a CX leader at companies like Oracle, Dropbox, Salesforce, Meta and emerging, private companies startups, 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 growth motions from your team.
You'll 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" to coach a cross-functional group.
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.
Don't leave expansion revenue on the table.
Your biggest growth lever is already in your book of business. Let's harvest it.