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Leadership field notes/Field note 02
Leadership field note 02 · Sponsor engagement

When the Sponsor
Goes Quiet

Coach the CSM. Reopen the conversation. Rebuild trust through follow-through.

Illustrative field noteBy Blake Bess

A fictional teaching scenario with a proposed coaching approach. This is not a personal customer win or a claim of a recovered executive relationship.

Follow the conversation ↓
Ruff, the golden retriever, waiting attentively at a meeting table with an open guest chair and a notebook
An empty chair is a clue, not a verdict.
Follow the leadsThe signalCoach the CSMAlign the account teamThe executive briefingReopen the conversationFollow-through
Ruff’s reminder

Find out what would make the conversation worth returning to.

The fictional setup

The sponsor has not left.
The conversation has changed.

A sponsor cancels successive reviews, delegates attendance, and questions whether the initiative is delivering enough value. The operational contact is still engaged. The CSM tells their manager, “I think we’re losing our sponsor.”

Ruff pauses at the empty chair. Less access is worth investigating, but it does not explain the cause. Has the business priority changed? Have we missed commitments? Is the meeting no longer useful? Or is there a simpler explanation?

In this scenario, the sponsor later explains that progress updates have not addressed a stalled rollout decision or made ownership of the next step clear. The problem is not a lack of invitations. It is a lack of confidence in the plan.

Two relationships. Different questions.

Operational champion
For this scenario, the person who understands the daily workflow and advocates for its use.
Executive sponsor
The senior stakeholder connecting the initiative to business priorities and helping secure organizational support. Do not assume they also own the budget.

Confirm the actual responsibilities in the account. The roles can overlap; the labels alone do not establish influence or authority.

The manager’s first move

Diagnose together before stepping in.

I would start with the CSM’s observations and recommendation, not take over the account or conclude that they lack executive presence. Review the recent conversations, commitments, and customer feedback together.

  • “What changed, and what have you directly observed?”
  • “What have they said matters now?”
  • “What might we have missed or left unresolved?”
  • “What would you recommend we do next, and where do you need my help?”

Then rehearse a short opening. Coach the CSM to acknowledge a specific gap, ask a direct question, and listen without defending every past action. Give feedback on the reasoning and message, then let them try again.

If the customer has raised a serious service issue or an explicit concern about the CSM relationship, address that directly through the appropriate support and leadership channels. Preserving ownership does not mean leaving someone unsupported or delaying an urgent response.

Before customer outreach

One account team. One coherent plan.

I would align with the CSM and Sales partner on the customer’s concern, what we know, and who has the most appropriate route back into the conversation. Do not surprise the CSM, bypass the champion, or send competing executive invitations.

For the stalled rollout in this scenario, name the decision and its dependencies. CS coordinates the customer-success plan; Sales handles the commercial responsibilities assigned to it; technical or Services partners establish delivery options and constraints. Product evaluates a requested capability without the account team promising an unapproved roadmap commitment.

If partners disagree, make the trade-off explicit and take a recommendation to the appropriate decision owner. Agree who will communicate the answer and by when. “We escalated it” is not a customer-facing plan.

Before the executive conversation

Be clear enough to help a decision.

My coaching focus would be useful judgment, not sounding more senior. Prepare a concise opening and keep supporting detail ready for questions.

  1. Priority: What matters to this stakeholder now?
  2. Evidence: What changed, what do we know, and what remains uncertain?
  3. Recommendation: What do we propose, and what are the trade-offs?
  4. Ask: What decision, help, or clarification do we need?
  5. Commitment: Who owns the next step, and when will we update them?

Listen, answer directly, and say when something needs checking. Commit to an update you can deliver, not a resolution date or concession you cannot authorize.

An opening to practice

Invite a useful conversation.

In this fictional scenario, the CSM could open with:

“You raised a concern that we haven’t made the rollout decision or ownership clear. I’d like to understand what you need from that decision now, share the options we’ve confirmed, and agree on the next step. Has the priority changed, or is the main issue our progress against it?”

The words should fit what the customer actually said. This is not a script to use before confirming the concern.

If I join, I would agree roles with the CSM beforehand: they lead the account context and proposed plan; I help acknowledge the gap, resolve a leadership-level obstacle, or reinforce an accountable commitment. Afterward, we debrief and the CSM owns the ongoing follow-through.

If outreach still receives no response, coordinate a proportionate next step through the agreed account relationships. Document the uncertainty and its risk implications rather than treating silence as consent or repeatedly increasing the seniority of the sender.

Where the scenario ends

A reopened door is not restored trust.

The sponsor agrees to review a concise options summary and identifies the person needed for the rollout decision. The CSM sends back the agreed concern, next action, owner, and update date. The relationship is not declared repaired, and the renewal outcome remains unknown.

I would review whether our commitments were met, whether the customer confirms progress, and whether the CSM can sustain a useful dialogue without the manager carrying it. Meeting attendance alone is not the evidence.

The leadership takeaway

Help the CSM understand the concern, prepare the conversation, and follow through. Step in where authority or support is needed, then return ownership deliberately.

Bring it to your next coaching conversation

How would you help this CSM rebuild the relationship without making every future interaction depend on you?

Keep the investigation useful

Different signals. Connected tools.

Use the existing resources that fit the situation. No additional form required.

A champion has left

The Ghost Champion

A separate, experience-based case about preserving knowledge and customer workflows after a key contact leaves.

Read the case →
Coach the next attempt

The Coaching Playbook

Use the six-step approach and one-on-one prompts to build judgment without taking over.

Explore the playbook →Open the Coaching Observation Sheet →
Back to leadership field notes →
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