Customer Success Blog
Over the past seven years, our team of active customer success professionals have worked to create a library of inspiring and helpful resources for leaders and CSMs. Our topics include management, designing programs, developing skills as customer success professionals, and engaging with executives.
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The Importance of Product-Led Onboarding in SaaS
Product-led onboarding is no longer optional; it’s essential. Find out what it is and why it matters.
The Annual Kickoff
A team kickoff is especially important if the new year represents a major change from the previous one, but what does a solid kickoff look like?
Neurodiversity, CX, and Curb Cuts (Oh, My!)
Our guest blogger, Virgnia Bloom, explores how to support neurodiversity in the workplace, showcasing the unique strengths neurodivergent individuals bring to the table and the benefits of creating an inclusive environment.
Planning for 2025: Building the Business Case for Budget
Find out how best to build a business case for the things – people, tools, training – your team needs to deliver an excellent customer experience next year.
Re-Engaging the Buyer
Find out how to re-establish your value as a trusted advisor and get your buyer relationship back on track.
Planning for 2025: Technology & Training
Realistically, the biggest piece of your budget as a CS leader will be the cost of your team. However, two other large pieces to consider are technology & training. Find out how to plan for those here.
Planning for 2025: Variable Compensation
Variable compensation is an incredible motivator if used thoughtfully. Check out tips to ensure it is implemented in a positive way.
What is the Key to a Bigger CS Budget?
Find out what you can do as a CS leader to gain shorter purchasing timelines, more customer success budget, and better staff support.
Planning for 2025: Team Structure
Get tips on how to dial in your headcount for 2025, based on the customer journey you expect your teams to deliver.
Planning for 2025: Segmentation and Journey Mapping
Find out how to update and clearly map your segmentation and customer journey when planning for the year to come.
Planning for 2025: Strategic & Tactical Goals
What's the first step in planning for next year? Setting goals. Find tips how to set challenging, but achievable, goals for your team.
Customer Success: The Art of Herding Wet Cats (and Loving It)
Find out how to overcome some of the most common customer-related hurdles that CS professionals face from our guest blogger, Virginia Bloom.
Leading Through Change
Change is what it takes to move a company forward. Find out how, as a leader, you can effectively guide your team through times of change.
3 Tips for Engaging During the Holidays
Find out how to make sure your communication stands out this time of year, regardless of what holidays you and your customers celebrate.
5 Tips for Selling as a Trusted Advisor
Find out how best to align your solutions with your customer's real business needs.
From Individual Contributor to Strategic Leader with Julie Fox
Find out how to leverage community networking for career growth in Customer Success.
Career Tip: Let Go of the Little Things
By providing a framework for success and measuring the results, you can stay out of the weeds of management.
Manager to Director: It Isn’t Just a Title
There are important differences in the responsibilities, scope and expectations.
Yesterday’s Reasons are Today’s Indicators
We all intuitively know the best way to learn is from the past, but we don’t always think to do it. Find out how here.