Customer Success

10 Pins
·
3y
Customer Success: New Customer Playbook
Step by step guide for Customer Success to effectively onboard a new customer into the partnership.
Tips for Engaging Dark Customers
Customer Success best practices for engagement. What to do when your customers are unresponsive.
Customer Success Meetings - Agenda vs Objective
Make sure that as a CSM, that every customer meeting you set has a clear meeting agenda and objective to ensure it is a success.
POC vs. Champion Quote
Customer Success quote highlighting the difference between your POC and your champion.
Customer Success Email Follow-Up
CS Real Simple Anatomy of a Good Follow-Up Email for CSMs to use following customer conversations.
CS Playbook: Budget Planning Playbook
As a CSP it is imperative to understand your customer's budget planning timeline. This information will help you manage risk and growth stratgies with your customers.
Customer Success Management: Preparation
As a CSM, you need to be organized and prepare. Use this guide to kickoff your Monday morning routine.
Customer Success Advice
Know how to use and apply CS Best Practices. Design a program that makes sense for your business, customers and product.