Pam Dodrill
Free Lesson

Handoff Design for Predictable Customer Retention and Growth

30 min
Oct 14, 2026 3:00 PM

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What you'll learn

Why your retention numbers are hard to defend

When handoffs are not clear, nobody can explain the number. Learn where the accountability gap opens.

The early signal that makes a renewal predictable

One condition, agreed across teams and wired into a system, so you see risk months before the renewal.

A first move you can make to get started.

No full lifecycle map, no reorg, no new headcount. Four questions that help you prioritize where to start.

Why this topic matters

Titles are changing. Teams are being redesigned. Budgets are being justified against AI. What isn't changing is that revenue leaks in the handoffs between your teams. This session is about the layer underneath the tooling. Design clear ownership and handoffs with early signals so you can see which customers will renew and grow. You'll leave with the 8 criteria to define at every stage, and the one that tells you a customer is ready for the next.

You'll learn from

Pam Dodrill

Pam Dodrill

Former CCO | IZapier, Zendesk, Salesforce Alum | Human Centered Approach to AI

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