Empower Your Teams to Drive Expansion Revenue with The REACH™ Workshop
The Leading Expansion Selling Methodology.
The REACH Framework™ helps businesses optimize customer interactions and transform their Customer Success and Account Management teams into strategic revenue-driving functions so they can achieve predictable growth, improve retention, and drive measurable impact on top-line revenue.
The REACH™ Workshop
This REACH™ Workshop is an interactive and tailored program that aligns your Customer Success or Account Management team around the REACH Framework™, based on my best-selling book, REACH: A Framework for Driving Revenue Growth From Your Existing Customers.
The REACH™ Workshop is designed specifically for Customer Success or Account Management teams who want to:
– Identify, nurture, or close more expansion opportunities
– Generate expansion pipeline or Customer Success Qualified Leads (CSQLs)
– Leverage a custom-built methodology and training process
– Demonstrate measurable impact on revenue growth

Your team will leave the workshop equipped with proven, repeatable strategies and customized expansion plans designed to grow your pipeline immediately. They’ll have the skills to identify high-potential accounts, initiate meaningful customer conversations, and drive consistent, measurable growth—without compromising their trusted advisor role.
The Elements of REACH™
The first framework specifically designed for Customer Success and Account Management teams to drive revenue growth from existing customers!
RELATIONSHIPS
Strength of connections with stakeholders, allies, and advocates that builds trust and unlocks growth potential.
ENGAGEMENT
Consistency of product use that contributes to high-impact outcomes for the business and positive sentiment from key stakeholders.
ACTIONS
Proactive steps customers take that indicate a readiness to deepen their investment and expand the use of your solutions.
CUSTOMER VALUE
The ability of customers to consistently recognize and measure the strong value delivered by your solutions.
HORIZONS
Assessment of growth opportunities in the future that considers new business units, regions, and the impact of strategic, financial, or organizational changes.
This hands-on, interactive workshop promises to deliver tangible ROI by equipping your Customer Success or Account Management team with simple, repeatable strategies for predictable revenue growth.

Identify and prioritize your accounts with the highest growth potential.

Ask the right questions and listen for clues to uncover specific opportunities.

Develop an Account Expansion Plan that is actionable and achievable.

Convert customer insights into revenue, without aggressive selling.
Find Out More About How REACH™ Can Help Transform Your Expansion Strategy

Expansion Revenue Optimized
Most expansion strategies are inconsistent and lack a repeatable process. Or, your team likely doesn't even have one. REACH™ solves this problem by aligning your team around a structured framework—so they can drive growth without becoming salespeople.
Transformative Outcomes You Can Expect
Maximize revenue growth from existing customers by identifying and prioritizing accounts with the highest expansion potential, allowing your team to focus resources on high-impact opportunities.
Drive immediate and measurable value by generating real expansion opportunities and growing your pipeline when engaging with customers proactively.
Achieve predictable outcomes across customer segments, enabling your organization to hit revenue targets and confidently forecast future performance.
Demonstrate your team's value to top-line business results, allowing your leadership and board to see their direct impact on revenue growth.
Align your team of CSMs and Account Managers on strategic priorities, creating a unified approach to customer engagement.
What’s Included in Your Workshop?
Interactive, hands-on training for your entire Customer Success or Account Management team
Ready-to-use Expansion Plan templates you can customize and use for immediate results
Real-time Q&A and coaching with Rod Cherkas
Resources to integrate REACH into your team’s workflow and systems
Follow-up working sessions to ensure new behaviors and processes deliver measurable results


Meet Rod Cherkas, Your Workshop Facilitator and Expansion Revenue Expert
Rod is a strategic thought leader, customer success pioneer, experience design innovator, and two-time best-selling author. He is an experienced operating executive who has been a post-sale executive at industry-leading companies known for their customer-centric experiences, including Intuit, Gainsight, Marketo, and RingCentral. His career path included stops in various functional organizations, and he is one of the few executives in Silicon Valley who has hands-on experience directly managing teams across the full range of post-sale functions like Professional Services, Customer Education, Support, and Success Management.
How It Works
From Workshop to Expansion Results
1
Reserve Your Spot
Schedule a discovery call to learn more about in-person and virtual training options
2
Engage in Hands-On Learning
Apply REACH™ techniques in real-time during a workshop for your team
3
Integrate REACH™ into your Workflow
Embed REACH into your daily processes to sustain long-term growth
What Leaders Are Saying About REACH™






What is the investment?
Your investment starts with a discovery call to explore your team's needs and customize the workshop—let's discuss how REACH™ can unlock your expansion potential!