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Strategy& (ST&) Account Success

Strategy& (ST&) Account Success

Welcome to the course! Here, you'll get a solid rundown of everything you need to know as part of the Client Success Team for the Strategy& (ST&/S&) account. We’ll cover the requests process, relationship management, Odoo functionality, auditing practices, and more. By the end, you’ll have all the tools and know-how to shine in your role and keep our consultants happy!

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Responsible Jumana Hirzallah
Last Update 11/03/2025
Members 4
Basic Client Success SOPs & Policies: Workflows SOPs & Policies: Account Specific SOPs & Policies: Tools
  • Section: The Essentials
    6Lessons ·
    • Step-by-Step Success: Your ST& Guide
    • Assignment Station: Step-by-Step Success: Your ST& Guide
    • Prebook Like a Pro
    • Assignment Station: Prebook Like a Pro
    • Nailing the ST& Odoo Process
    • Assignment Station: Nailing the ST& Odoo Process