Intro to Customer Success

New to Customer Success? Learn best practices to scale Customer Success at your Organization.

  • What Makes For a Great Customer Success Plan?

    What Makes For a Great Customer Success Plan?

    A customer success plan is a blueprint by which both you and your customer can achieve mutual success. Here's what a great Customer Success Plan looks like.

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  • Why You Must Assess Your Customers' Maturity to Serve Them Well

    Why You Must Assess Your Customers' Maturity to Serve Them Well

    This post explains how the concept of Customer Maturity is the natural next phase along the evolution of the Customer Success profession.

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  • Why Your Customer Health Score is Probably Useless

    Why Your Customer Health Score is Probably Useless

    Most Customer Success organizations are missing a important dimension when segmenting their customers: the maturity of the customer, which we call the Customer Maturity Index (CMI).

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  • A Recipe for Customer Health Scoring

    A Recipe for Customer Health Scoring

    In Customer Success, setting trap wires to notify you when your customer isn’t doing so well can save you lots of time, and lots of pain. Your early warning system should reflect what matters to you.

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  • [INFOGRAPHIC] 10 Tips For Customer Success Automation

    [INFOGRAPHIC] 10 Tips For Customer Success Automation

    Automation empowers Customer Success Managers to do what they’re good at, so here are 10 quick tips to get started with Customer Success automation for data, processes, and customer journey tracking.

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  • Segmenting Your Customer Base to Scale

    Segmenting Your Customer Base to Scale

    To scale your Customer Success team, you will need to segment your customers and apply the appropriate engagement model.

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  • Customer Success in the Business-to-Government Sector

    Customer Success in the Business-to-Government Sector

    There is an even smaller, third group of customer success managers and professionals and their numbers will grow as time goes by – those who work in the business-to-government sector, or B2G.

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  • 10 Leaders Share Their Customer Success Career Paths

    10 Leaders Share Their Customer Success Career Paths

    Not only can it be difficult to get started in Customer Success, it’s also challenging to have a clear idea of what your career path should look like. Here are 10 Leaders' Customer Success Stories.

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  • 3 Ways To Become More Proactive Today

    3 Ways To Become More Proactive Today

    To be a proactive Customer Success Manager, always be looking for moments where you can take today’s reactive problem and turn it into tomorrow’s proactive moment.

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  • This Is Why Beyoncé Is The World's Best Customer Success Manager

    This Is Why Beyoncé Is The World's Best Customer Success Manager

    In a recent conversation with a colleague, I asked for his definition of customer success. His response left me speechless. “I’m on Team Beyoncé.”

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  • No One Expects the Customer Success Inquisition

    No One Expects the Customer Success Inquisition

    When dealing with Customer Success, be inquisitive and willing to ask what may seem like obvious questions. Get other teams involved, and help your customers move forward with your product.

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  • Putting Customer Pain Points at the Centre of Your New Product

    Putting Customer Pain Points at the Centre of Your New Product

    Every marketplace has its gaps or customer pain points. Any new entrant to a market will have to scour the market for existing gaps and attempt to fill them with their business.

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  • Client Success 101: Building Strong, Personal Relationships

    Client Success 101: Building Strong, Personal Relationships

    A fallout of the ‘digital age’ for businesses and Customer Relationships is that while we can now communicate with others faster and more efficiently than ever before, we are doing so with less care.

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  • 6 TED Talks That Are Surprisingly Relevant to Customer Success

    6 TED Talks That Are Surprisingly Relevant to Customer Success

    Customer Success isn't just about Customer Success, it's about skills, learning, growth, people, and more. Here are some TED Talks about some other life things, but that will help you as a CSM.

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  • [Infographic] The 4 Stages of Scaling Customer Success

    [Infographic] The 4 Stages of Scaling Customer Success

    It's never too early to be thinking about Customer Success at scale. From Day 1, a truly customer-centric company should ensure that Customer Success Operations are engrained in its DNA.

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  • 3 Simple Ways To Promote Productivity And Proactiveness

    3 Simple Ways To Promote Productivity And Proactiveness

    Specific steps one needs to take to be less reactive and how they'll help customer success teams to scale through increased CSM productivity and proactivity.

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  • 10 Leaders' Advice on Getting Started in Customer Success

    10 Leaders' Advice on Getting Started in Customer Success

    We asked 10 Customer Success Leaders with proven track records of building and growing thriving Customer Success Organizations "what's one piece of advice you wish you'd been given when you started?"

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  • Becoming a Customer-Centric Organization in 7 GIFs

    Becoming a Customer-Centric Organization in 7 GIFs

    When a customer-centric organization is taking shape, everyone should formulate a mindset to simply ask themselves on a daily basis – “What is my contribution to ‘customer’ today?”

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  • Customer Success of Things – A Darwinian Evolution Approach

    Customer Success of Things – A Darwinian Evolution Approach

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  • [Infographic] A Quick Guide to Customer Data

    [Infographic] A Quick Guide to Customer Data

    In order to activate and leverage customer data for success, you need to start by collecting the right data. The customer data you collect and leverage has a great impact on the success of your team.

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