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In this session, Kristi Faltorusso, VP of Customer Success for ClientSuccess, discusses “Executing Account Transitions that Excite Customers and Reduce Risk”.  In this session, Kristi walks you through a mapping of why you might need to transition accounts and her playbook to executing this effectively while minimizing risk and improving experience. She drills down into the do’s and don’ts to help you ensure your next transition goes well.

Download the Presentation

Download Sample Email Scripts

Template: Account Transition Tracker Sample

Template: Customer Transition Alignment Meeting

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