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Proven Playbooks for Customer Success Teams to Improve Retention and Scale. 

Provide your team with the playbooks they need to fight churn with ChurnRX's Live Expert Training.

Our Playbooks Drive Results

89%

Reduction in Early Customer Churn

84%

Decrease in Rep Onboarding Time

6x

Improvement in
Customer Renewals

100%

Reps report greater confidence on calls

Empower Your Teams With The Essential Playbooks

We offer four training programs to increase customer retention, improve rep performance, and enable teams to scale.

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CUSTOMER
RESULTS
STRATEGY
ALIGNING TO CUSTOMER RESULTS
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BEHAVIOR CHANGE
ONBOARDING
ENABLING CUSTOMER BEHAVIOR CHANGE
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EXECUTIVE
BUSINESS
REVIEW
ACHIEVING CUSTOMER RESULTS
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CUSTOMER RISK MANAGEMENT
MANAGING HIGH-RISK CUSTOMERS

Each of our four programs is tailored to your company, your teams, and your unique results. 

LIVE TEAM PLAYBOOK TRAINING: 
1. THE CUSTOMER RESULTS STRATEGY

About the course

High customer retention starts with aligning all internal teams and processes to achieve measurable customer results. This playbook course teaches you everything you need to identify the exact results that matter to your customers and build a repeatable playbook for aligning to those results with your customers.

Additionally, we'll teach you how to effectively implement and rollout this playbook to all of your customers at scale. 

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CUSTOMER
RESULTS
STRATEGY

Duration:​

  • weeks, 2 hours per week

Who is this for?​

  • Customer Success

  • Support Agents

  • Account Executives

  • BDRs & SDRs

  • Revenue Team Leaders

  • Full Team Participation

SCHEDULE

  • Mindset Shift: The 3 Laws of Customer Retention​​

  • Leadership Intro: The Customer Results Strategy Playbook

  • Customer Results Leadership Workshop

  • Building Your Customer Results Framework and Template

  • Internal Process and Structure for Implementing

What You'll Get With This Course:
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The right strategy that is scalable & repeatable for each of your customers.

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4 essential power skills for mastering customer engagement and results.

Desk guides, presentation decks, and on-demand sessions.

The Customer Results Strategy Certification to share on LinkedIn

LIVE TEAM PLAYBOOK TRAINING: 
2. BEHAVIOR CHANGE ONBOARDING

About the course

Achieving first results in onboarding is one of the biggest leverage points we have in driving high retention. However, often a customer won't achieve those first results because they didn't make key behavior changes essential to their success. 

The Behavior Change Onboarding course gives your teams the precise skills and processes to run effective customer meetings, commit them to the right behaviors, and ensure they achieve their first results. 

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BEHAVIOR
CHANGE
ONBOARDING

Duration:​

  • weeks, 2 hours per week

Who is this for?​

  • Onboarding Reps

  • Customer Success Reps

  • Support Agents

  • Account Executives

  • Revenue Team Leaders

  • Full Team Participation

SCHEDULE

  • Foundational Training: The 3 Laws of Customer Retention​​

  • Leadership Intro: Behavior Change Onboarding

  • Leadership Workshop: Identifying Key Customer Behaviors

  • Behavior Change Onboarding Playbook Design

  • Internal Process and Materials Implementation

What You'll Get With This Course:
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Results driven onboarding process that pinpoints success for your customers

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4 key power skills for delivering results and measuring outcomes

Desk guides, presentation decks, and on-demand sessions

The Behavior Change Onboarding Certification to share on LinkedIn

Tailored Training Programs. On-Demand. 

Each of our four training programs comes with on-demand content that provides both supplementary training and ongoing reinforcement of your new skills. 

 

Additionally, your team will have lifetime access to our template library, stocked with ready-to-use presentations, skill guides, templates, and more.

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LIVE TEAM PLAYBOOK TRAINING: 
3. EXECUTIVE BUSINESS REVIEW

About the course

Achieving continual results for each of your customers is key to long-term retention and expansion. The problem arises when Customers don't perceive significant value because they're not systematically measuring the results they're getting. Often, teams try to solve this by deploying a monthly check-in that is riddled with things that don't matter to the customer and doesn't work. 

The Executive Business Review course teaches your team 
everything needed to systematically measure and materialize customer results, and deploy the repeatable and scalable engagement that your customers will actually love to attend. 

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EXECUTIVE
BUSINESS
REVIEW

Duration:​

  • weeks, 2 hours per week

Who is this for?​

  • Customer Success Reps

  • Account Managers

  • Account Executives

  • Revenue Team Leaders

  • Full Team Participation

SCHEDULE

  • Foundational Training: The 3 Laws of Customer Retention

  • Leadership Intro to the Executive Business Review Playbook

  • Leadership Workshop: Identifying Customer Results

  • Executive Business Review Playbook Design

  • Internal Process and Materials Implementation

What You'll Get With This Course:
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The right strategy that is scalable & repeatable for each of your customers.

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4 advanced power skills for measuring and materializing results

Desk guides, presentation decks, and on-demand sessions.

The Executive Business Review Certification to share on LinkedIn

LIVE TEAM PLAYBOOK TRAINING: 
4. CUSTOMER RISK MANAGEMENT

About the course

Effectively managing at-risk customers can only be done proactively and predictively. You're losing customers if you're still relying on health scores made up of reactive lagging indicators. 

The Customer Risk Management course arms your team with everything needed to track and predict at-risk customers, manage risk proactively, effectively escalate when necessary, and ultimately, prevent unnecessary customer churn. 

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CUSTOMER
RISK
MANAGEMENT

Duration:​

  • weeks, 2 hours per week

Who is this for?​

  • Customer Success Reps

  • Account Managers

  • Account Executives

  • Revenue Team Leaders

  • Full Team Participation

SCHEDULE

  • Foundational Training: The 6 Drivers of churn

  • Leadership Intro to Customer Risk Management Playbook

  • Leadership Workshop: Identifying Customer Risk Factors

  • Customer Risk Management Playbook Design

  • Internal Process and Materials Implementation

What You'll Get With This Course:
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An precise process for predicting, reporting, and mitigating customer risk.

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4 advanced power skills to track and prevent customer churn

Desk guides, presentation decks, and on-demand sessions.

The Customer Risk Management Certification to share on LinkedIn

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Katie Ahrens

Services Success Manager

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These sessions were invaluable and genuinely helped polish my professional skills. The information is digestible and presented in a way that is easy to retain and recall during customer calls. I could feel the difference in my conversations as these skills became more and more habitual.

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ChurnRX worked with us to analyze churn risks we saw within our company to identify them faster. I enjoyed that the ChurnRX team worked with management to build out real-life examples and actionable advice and guidance that the teams could use to put into practice straight away.

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ChurnRX team members lived everything that they teach from prior industry knowledge. What they teach is easy to implement quickly, and it is effective. They are also accessible, which is extremely useful when we were trying to implement these systems.

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Casey Pierce

Director of CS

Sr. Manager, CS

Katya Buratovich

Playbook 1. CRS
Playbook 2. ONB
Playbook 3. EBR
Playbook 4. CRM

How Do We Ensure Your Success?

BEFORE

Pre-Training

We meet with you before training starts to learn and understand your unique use case and team needs. 

DURING

Tailored Fit

We take our proven methods and tailor the training, workshops, and exercises to your specific teams.

AFTER

Support

Once a client, always a client. We'll be a resource you can contact for additional guidance and support. 

Example Training Guides & Templates

A small sample of our training & resource library, which is available to each one of our clients. For life.

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pdf
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pdf
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Templates & Guides

Ready to up-skill and scale your teams?
Book your discovery call today!

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