July 15 | Session 1: SaaS Management: Uncover Shadow IT, Govern AI, and Find Hidden Revenue
- Surface shadow IT and unauthorized apps running in client environments
- Discover and govern AI tool adoption before it becomes a liability
- Identify unused licenses, cost-saving opportunities, and SaaS expansion revenue
July 23 | Session 2: Segment Smarter: Build the Right Client Motion for the Right Account
- Learn what segmentation actually means and how to classify clients
- Determine when clients need proactive vs. reactive engagement
- Identify which clients deserve strategic account management—and standardize the approach for the rest
July 30 | Session 3: Turn Insights Into Action: From Risk Discovery to Approved Projects
- See how Lifecycle Manager surfaces immediate risks and opportunities
- Convert Insights into Initiatives in under five clicks and schedule them on a roadmap
- Share strategic plans that turn client conversations into approved action
August 6 | Session 4: The 5 W's of Customer Success: Build a Repeatable Client Workflow
- Map out who should be involved in the customer success process and when
- Learn where Lifecycle Manager fits into each stage of your client workflow
- Build a repeatable framework for turning insights into consistent, measurable client outcomes