You've got a customer contact who attends every meeting. Always picks up your calls. Responds to every single meeting. Tells you how much the team loves your product.

Then the renewal comes up, and they suddenly go quiet. Or worse, they are still available and enthusiastic, but the deal still falls apart. Leaving you wondering how it could have happened with someone who liked you this much.

The answer: You mistook a fan for a champion.

Most CSMs never test whether they have an actual champion. They mistake enthusiasm for influence and find out only at the worst possible time. When the renewal is here, and nobody’s promoting it internally.

The Test

All it requires is to ask a single question: "How does the budget actually get approved on your team?"

Don't just listen for an answer. Watch how they give it. A true champion gives you a fast and specific answer. They know who else has to say yes. They’ve gotten a budget approved before. They can tell you when it happens and what it takes.

A fan has to think about it. They give you some vague answer like “I think it goes through finance, not entirely sure”. They don’t know because they have never had to get a budget approved before.

That one question tells you more in 60 seconds than 3 months of friendly calls.

Why this matters

The account that seemingly “churns out of nowhere.” Every CSM has experienced it (more or less often). It churns because the person who is supposed to fight for you internally has no power.

They don’t have the influence to make their voices heard. When you only find out by the time of the renewal, there’s no time left to build a relationship with whoever influences the renewal decision.

That means 12 months of continuous effort nullified by a single question you did not ask.

Building the Habit

This is not a one-time test. It has to become the default mode. Checking it early on every account before you build on it. Most CSMs skip it because nobody ever taught them it was “a thing”. Let alone one of great importance.

This is an example of what you’ll find inside the CSM Operating System. It’s not some theory about stakeholder mapping and relationship building.

A specific 2-minute lesson with the exact question to ask, on a real account, on the same day, if possible. Then a Friday reflection that makes sure you actually asked it, instead of an intention that gets forgotten.

A single “catch” like this and the cost of an annual membership is instantly repaid. Depending on the value of your accounts by a factor of 10, 100, 1000, or even more.

The waitlist is open now. Founding members lock in the starting price forever.

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