Customer Success and Account Manager foundations checklist

Master the basics of customer success and account management with your foundations checklist. Use your checklist to learn the Outreach workflows you can use to grow your accounts, reduce churn, and turn customers into advocates.

5 days to complete

Account setup

Your progress: 0%
Days 1-180

Core workflows and features

Your progress: 0%

Account onboarding

Set new accounts up for success on day one with a seamless hand-off and knowledge transfer from sales.

See how Outreach CSM Chris Hoffman onboards new accounts using Outreach.

Customer lifecycle and renewal

Drive engagement and value throughout the customer lifecycle to boost account penetration and improve retention.

See how Outreach CSM Anne Rice manages customer lifecycle milestones and renewals in Outreach.

Customer health and churn mitigation

Protect renewals and reduce churn, contraction, and competitive risk by reviewing critical health insights that help you proactively pinpoint and address concerns.

Upsell and cross-sell

Surface customer buying signals and utilize automation to create upsell and cross-sell opportunities at exactly the right time

See how Chris Clark uses Outreach to upsell within his accounts using competitor analysis.