Sales and CS Alignment

Function: Sales Leadership

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Effective alignment between sales and customer success is vital for driving revenue growth and guaranteeing customer satisfaction. We’ve crafted a  comprehensive course to empower sales and customer success leaders with the expertise and abilities that are essential to establish cross-functional alignment, leading to enhanced customer outcomes and heightened business achievements.

Through interactive sessions and practical exercises, participants will learn invaluable insights, proven strategies, and industry best practices. Students will gain a deep understanding of how to foster collaboration, streamline processes, and optimize customer engagement. You’ll walk away from this course with a ready-to-use playbook packed with actionable alignment strategies that you can implement immediately, resulting in tangible revenue generation.

Designer Bio

Layton Chaney is a thought leader and pioneer in the customer experience space. For over two decades, they have successfully grown and scaled companies while ensuring customers stay at the heart of the business and the focus of every step of the Customer Journey. As the founder and Chief Experience Officer of their consulting firm, BetterGrowth, they have coached start-up founders, Fortune 50-500 companies, and C-level executives on how to leverage the voice of the customer to increase their brand awareness and ROI.

They are also a fierce advocate for diversity in tech and have helped companies build their diversity, equity, and inclusion framework, recruiting practices, and training programs for underrepresented populations, especially within the intersections of the LGBTQIA+ community.


Who Should Take

Results to Expect

By the end of this course, you will be equipped with the knowledge and skills to:

Increase revenue generated and customer satisfaction Prioritize and align CS efforts across functions Identify upselling and cross-selling opportunities Maximize customer lifetime value

Homework, Assignments, or Expectations

Attendance Requirements


Session #1: Unleashing the Revenue Potential

By the end of this class, you will be able to:

  • Recognize the benefits, challenges, and impact Sales and CS alignment has on organizational success
  • Analyze the customer lifecycle and identify touchpoints where sales and customer success teams interact
  • Develop strategies for the common barriers to alignment and address communication gaps, conflicting objectives, and organizational silos

Session #2: Forging Stronger Bonds

By the end of this class, you will be able to:

  • Develop a shared customer-centric vision: Align goals, metrics, and incentives to prioritize customer outcomes
  • Establish regular communication channels, foster cross-functional collaboration, and promote knowledge sharing
  • Create a unified sales and customer success process and streamline workflows, handoffs, and feedback loops to ensure a seamless customer experience
  • Leverage technology for alignment as well as explore tools and platforms that facilitate collaboration, data sharing, and customer insights

Session #3: Sustaining Growth and Success

By the end of this class, you will be able to:

  • Identify key performance indicators (KPIs) to measure alignment success and track overall team performance
  • Implement feedback loops, coaching programs, and performance reviews to drive ongoing improvement
  • Encourage skill development, training initiatives, and knowledge sharing to empower both sales and customer success teams
  • Adapt strategies and processes to align with changing customer needs and market dynamics

Become the leader we know you can be

Develop your career alongside a powerful network of peers and enable your team to reach new heights