Module 06 · Core curriculum

Account management & retention

5 lessons · 26 min total · 4 checkpoints

Renewals, churn, NRR, expansion, account plans and QBRs.

What you’ll learn

  • What account management is vs new-business sales, and why "hunter vs farmer" is too crude.
  • The economics of retention: CAC, churn, GRR and NRR — with benchmarks you can quote.
  • Renewals: the timeline, the risk signals, the save plays, the negotiation.
  • Growing accounts: upsell vs cross-sell, whitespace mapping, expansion triggers and qualification.
  • Running a book: account plans, tiering, time allocation.
  • QBRs/EBRs that customers actually want to attend.
  • Stakeholders over years: champion succession, re-orgs, hostile new arrivals.
  • Health scoring, and working with customer success, support and product.
  • Key-account selling into very large organisations — the NHS trust, the defining case for UK health-tech KAM roles.
  • Where adjacent experience — agency, support, delivery, consulting — maps onto all of this.