CS Insights
Let me tell you what I really think about Customer Success.
Come along as I share my thoughts and advice on all things Customer Success and Leadership. Browse through webinars, podcasts, articles and more to get my perspective on CS and beyond.
Designing an Audit Process for Your Customers to Maximize Value
New CSM Onboarding - How to Get Your CSM Ramped without a Formal Training Team
Leveraging Product Usage and Adoption Data to Inform Your Customer Lifecycle Engagement
Launching a Customer Community Before You Think You’re Ready
Designing a Scaled Customer Success Program That All Your Customers Will Benefit From
Executing a Flexible Yet Repeatable Onboarding Framework
Managing the Renewal Process from Start to Finish
Designing Leverage Ratios for Your CS Team
Using Your NPS Campaign to Power Your Business
Designing Playbooks to Power Your Customer Journey
5 Playbooks Every CS Team Should Develop
Executing Account Transitions That Excite Customers and Reduce Risk
Creating a Renewal and Forecasting Model That Works
The 10X Team: Secrets to CS Scale from the GameChangers at Intellishift
Customer Offboarding and Exit Interviews to End on a High Note
How to Execute a Customer Objectives Review (COR) Meeting that Executives Will Want to Attend
Architecting Your Customer Success Interview Process
Do the Best CS LEaders Start as Front-Line CSMs
ClientSuccess 2021 State of Customer Success