Module 06 · Core curriculum
Account management & retention
Renewals, churn, NRR, expansion, account plans and QBRs.
Curriculum preview · access at launch5 focused lessons26 minutes of teaching, checkpoints and deliberate practice
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Preview first lessonWhat 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.