Stakeholder Change Plan

Value of This Blueprint

When key stakeholders change, it’s a major risk. This Blueprint helps CSMs act quickly to reestablish context, build trust, and ensure the new contact understands the value already delivered—turning risk into opportunity.

High-Level Strategy

This Project guides CSMs through the key phases of navigating a stakeholder change and rebuilding momentum:

• Delight the new stakeholder with early wins
• Recap past value and contextualize the journey
• Seek alignment on future goals and strategy
• Gather early feedback and validate sentiment
• Pursue long-term advocacy and expansion

Technical Guidance

• Integrate Accounts & User data
• Setup CSM assignments
• Optional: setup a Playbook to detect stakeholder change

What’s Included

• Stakeholder Change Project Template
• Conversation Template for Stakeholder Outreach
• Key Stakeholder Segment