Your champion loves the product.

They're engaged. They show up to every call. They advocate internally. They've already told you the renewal is a done deal.

And then they leave.

Or a new VP comes in above them and kills three vendor relationships in their first 30 days. Or the CFO puts a freeze on renewals over $50K and suddenly your champion, who has no exec credibility, can't get the conversation unblocked.

This is the single most common way avoidable churn happens.

Not because the product failed. Not because the CSM wasn't doing their job. But because the entire relationship was built one level too low.

Multi-threading gets you broader. Executive sponsorship gets you higher. Both matter, but most CSMs focus on the former and avoid the latter entirely.

Why CSMs Avoid Executive Relationships

Let's name it directly.

Most CSMs don't pursue exec access because it feels presumptuous. The executive is busy. The champion is the "right" contact. Reaching too high might make things awkward, or worse, might make the champion feel bypassed.

These concerns are real. They also reflect a fundamental misunderstanding of what executive sponsorship actually is.

Executive sponsorship isn't about going around your champion. It's about giving your champion air cover.

When the CFO asks "why are we still paying for this?", your champion needs an executive in the room who already believes in the answer. When a budget review happens and your product is on the chopping block, the difference between a save and a churn is often whether someone at the VP or C-level has heard the value story directly from you.

Your champion can advocate. Only an exec sponsor can protect.

That's the distinction. And it changes everything about how you approach this.

The 3-Part Executive Sponsor Playbook

Part 1: Earn the Introduction: Don't Ask for It

The fastest way to kill exec access before you have it is to ask your champion for a meeting with their boss before you've earned the right to be in that room.

Executives don't take meetings because their direct report asked them to. They take meetings because there's a reason to be there, a business decision, a strategic outcome, a risk worth discussing.

Your job is to create that reason.

Three moments that naturally justify an exec intro:

The milestone moment. You've hit a meaningful outcome. Revenue impact, cost savings, a major use case launched successfully. This is the easiest and most natural trigger.

Script for your champion: "We just hit [outcome]. This is exactly what we were targeting when we started. I'd love to do a 20-minute exec brief, let your leadership hear it directly so they know the investment is delivering. Can you help me get 20 minutes on the calendar with [exec]?"

The expansion moment. You're exploring a growth conversation that has budget implications. Any decision with real money attached needs executive awareness, and usually executive approval.

Script for your champion: "As we start thinking about [expansion], this is going to need visibility above your level. Who's the right exec to loop in early so we're not slowing things down at approval time?"

The strategic alignment moment. A new initiative on the customer's side that intersects with your product. Mergers, reorgs, new market entries, board-level priorities. These create natural moments to suggest an exec touchpoint.

Script for your champion: "Given everything happening with [initiative], I want to make sure we're aligned at the right level. Would it make sense to schedule a brief executive check-in so we can map our roadmap to where you're headed?"

Notice what none of these scripts do: they don't ask for access for access's sake. Every one is built around a reason that benefits the customer, not just you.

Part 2: Run the Exec Conversation Differently

Most CSMs who finally get time with an executive treat it like a QBR. They bring their deck. They walk through metrics. They ask if there are any questions.

The executive sits there politely and never agrees to another meeting.

Executive conversations operate on a completely different register than champion conversations. Here's the distinction:

Champion conversation

Executive conversation

Product usage and adoption

Business outcomes and ROI

Feature requests and roadmap

Strategic direction and risk

Operational detail

Investment justification

"Here's what we've been doing"

"Here's what this is worth, and what's next"

45-60 minutes

20-30 minutes, max

Executives make decisions in three categories: growth, cost, and risk. Every statement you make in an exec conversation should ladder up to one of those three.

The Executive Value Briefing, a 20-minute structure:

Minutes 0–3: Anchor to their priorities, not yours. Don't open with your product. Open with their business. "Before I share our update, what are the one or two things you're most focused on heading into [next quarter / next year]?" Their answer reshapes everything that follows.

Minutes 3–12: Deliver the outcome story. Three slides maximum. What we set out to achieve. What we've actually delivered. What it's worth in business terms, time, revenue, cost, risk. No feature lists. No adoption dashboards. Business language only.

Minutes 12–18: Name the risk or the opportunity. Every exec conversation needs one of these. Either there's a risk they should know about, an adoption gap, a team not yet on the platform, a dependency that needs their support, or there's an opportunity worth surfacing: a use case that would extend value into another part of their business. One of these. Not both. Not neither.

Minutes 18–20: Ask for one specific thing. Not "we'd love to keep the dialogue open." A specific ask. "The one thing that would accelerate our work together is [exec alignment on X / budget visibility for Y / introduction to Z team]. Is that something you can help unblock?"

You get 20 minutes. Use them with precision.

Part 3: Maintain the Relationship Without Undermining Your Champion

This is the part nobody talks about, and the part most CSMs get wrong even when they manage to establish exec access in the first place.

The relationship with the exec sponsor needs to be maintained at a low cadence and high relevance. Executives don't want monthly check-ins. They want to hear from you when there's something worth hearing.

The quarterly exec touchpoint. Once per quarter, send a brief, not a call, a brief, that summarizes progress in three bullet points or less. One business outcome delivered. One forward-looking priority. One ask or heads-up if relevant. Keep it under 150 words. Executives read things that are short and specific.

Template: "[Name] - quick Q[X] update on [Company]. [Outcome delivered in one sentence]. Heading into Q[X+1], we're focused on [priority]. One thing worth flagging: [ask or heads-up]. Happy to discuss if useful - no action needed unless the above raises a flag."

Keep your champion in the loop… always. Every exec communication should be visible to or co-signed with your champion. If you're sending a brief to the VP, cc your champion or give them a heads up first. If you're getting on a call with the exec, make sure your champion knows the agenda.

This is non-negotiable. The moment your champion feels bypassed is the moment you lose your most important relationship in the account. Executive sponsorship built at the expense of champion trust is a short-term gain with a long-term cost.

Use your exec to protect your champion. When there's internal pressure on the account, budget scrutiny, competing priorities, a new stakeholder skeptical of your product, the exec sponsor is the resource you deploy to help your champion make the case. That's the value of the relationship flowing in both directions.

"I know you're navigating some budget scrutiny right now. Would it be helpful if I put together an ROI brief you could share with [exec], or would a direct conversation from our side be more useful?"

The Exec Sponsor Health Check

Use this quarterly to assess where you stand on executive access across your book of business.

Green - Sponsor is active:

  • Named executive contact in the account, VP or above

  • Last exec touchpoint within 90 days

  • Executive has seen the value story directly, not just through your champion

  • Executive has agreed to or initiated at least one next step

Yellow - Sponsor is passive:

  • Named exec contact exists but last touched 90–180 days ago

  • Executive has only heard the value story secondhand through your champion

  • No exec-level asks or commitments in the last two quarters

Red - No exec sponsorship:

  • Relationship is entirely through one champion

  • Executive awareness of the product is unknown

  • Any org change at the champion level puts the account at serious risk

If more than 30% of your book is yellow or red, you don't have a relationship problem. You have a system problem. Build exec access into your account planning cadence, not just your renewal playbook.

Why This Changes Your Renewal Math

Here's the business case in plain terms.

Single-threaded accounts, those with no exec sponsor, churn at a disproportionately higher rate when org changes happen. And org changes happen constantly. LinkedIn data consistently shows that VP and C-level tenure averages less than three years. In fast-growth companies, it's shorter.

That means in any given year, a meaningful percentage of your customer accounts will see executive turnover. In accounts where you have executive sponsorship, that transition is a relationship management challenge. In accounts where you don't, it's a renewal risk you're discovering 30 days before the contract is up.

Executive sponsorship doesn't just protect individual renewals. It changes the baseline risk profile of your entire book.

That's what makes it a commercial skill, not just a relationship skill.

Quick Wins You Can Use This Week

  • Audit your top 10 accounts: does each one have a named exec sponsor you've spoken to in the last 90 days?

  • Identify three accounts where you've only ever spoken to your champion, and pick one milestone or expansion signal you can use to justify an intro

  • Draft a 150-word exec brief for one account and send it this week, you'll be surprised what it unlocks

  • Before your next champion call, ask: "Who above you is most interested in the outcomes we're driving?" it's the easiest exec intro you'll ever get

The exec relationship isn't a bonus. It's the foundation everything else sits on.

Build it before you need it.

Which of your accounts are most exposed right now, single-threaded with no exec access? Reply and tell me. I read every response.

And if this would help a CSM on your team who's been avoiding the exec conversation, forward it their way.

Also connect with me on Linkedin or check out our YouTube Channel with CSM tips and best practices.

Onwards,

Mark

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