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    1. The Library
    2. Post-Sale Management

    Getting Started

    Fundamentals
    • What is Post-Sale Management
    • Post-Sale Customer Journey
    • Post-Sale Business Models
    • Choosing Your Post-Sale Model
    Organization
    • Post-Sale Team Structures
    • Post-Sale Metrics Overview

    Stage 1: Onboarding

    Getting Started
    • Onboarding Fundamentals
    • Onboarding Strategy Framework
    • Sales-to-Post-Sale Handoff
    • Kickoff Meeting Best Practices
    Implementation
    • Implementation Planning
    • Account Setup & Configuration
    • Customer Training Programs
    • Time-to-Value Optimization

    Stage 2: Adoption

    Usage & Value
    • Adoption Fundamentals
    • Product Adoption Framework
    • Usage Tracking & Analytics
    • Value Realization Milestones
    Enablement
    • CS Calls for Troubleshooting
    • Tips & Best Practices Sharing
    • Customer Education Content
    • Adoption Campaigns

    Stage 3: Retention

    Health Monitoring
    • Retention Fundamentals
    • Customer Health Monitoring
    • Health Score Models
    • Early Warning Systems
    Engagement
    • Value Reporting & ROI
    • Periodic Business Reviews
    • Proactive Engagement Strategy
    • Issue Resolution & Support

    Stage 4: Expansion

    Growth Opportunities
    • Expansion Fundamentals
    • Expansion Opportunity Identification
    • Expansion Triggers & Signals
    Growth Strategies
    • Upsell Strategy
    • Feature & Package Upgrades
    • Cross-Sell Strategy
    • Additional Products Introduction
    • Land-and-Expand Model

    Stage 5: Renewal

    Renewal Process
    • Renewal Fundamentals
    • Renewal Strategy Framework
    • Renewal Timeline & Process
    • Renewal Forecasting
    Renewal Execution
    • Renewal Reminders & Outreach
    • Renewal Proposal Development
    • Renewal Conversations
    • At-Risk Renewal Management

    Stage 6: Advocacy

    Building Advocates
    • Customer Advocacy Fundamentals
    • Identifying Advocate Candidates
    • Advocacy Program Design
    Advocacy Activities
    • Testimonial Requests
    • Case Study Development
    • Reference Customer Programs
    • Referral Programs
    • Customer Speaking Opportunities
    • Success Showcases

    Operations & Churn

    Cross-Journey Operations
    • Customer Segmentation
    • Touch Model Design
    • Customer Communication Strategy
    • Voice of Customer Programs
    • Post-Sale Automation
    Churn Management
    • Churn Fundamentals
    • Churn Analysis & Root Causes
    • Save Strategies & Playbooks
    • Exit Interviews
    • Win-Back Strategy

    Hotlines

    • United States: +1 305 200 8048
    • United Kingdom: +44 151 317 3477
    • Australia: +61 3 9121 0422
    • Philippines: +63 2 8231 3389
    • Malaysia: +60 154 600 0716
    • Vietnam: +84 963 217 897
    • Singapore: +65 3105 8413

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    • Plans & Pricing
    • Projects
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    • Connect

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    Resources

    • Pitfall Lab
    • Upcoming Events

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