Executive Stakeholder Engagement Playbook: Securing Long-Term Support

Navigating the complex world of executive stakeholders is a challenge faced by many professionals. With multiple vendors vying for their attention, establishing yourself as a standout partner is crucial. Our "Executive Stakeholder Engagement Playbook" provides a strategic approach to engaging executives, demonstrating your value, building strong relationships, and securing their long-term support. This playbook equips you with the tools and insights needed to position yourself as a valued advisor, helping you to cut through the noise and make a lasting impact. Perfect for professionals seeking to enhance their engagement strategies with key decision-makers.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Guy Galon

Processes & programs

Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist. He is the founder of TheCSCycle which was created to assist your growth by presenting articles, blog posts, playbooks, and clips for CS professionals. Guy put together his best content with practical ideas and insights split by cycles and free for everyone.

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Human relationships can be complicated to manage. However, there are many dimensions according to which we can profile people’s behavior. This notion led me to create this infographic to assist CSMs in identifying the appropriate approach to manage stakeholders and find avenues to engage them.

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