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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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: 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.
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.
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.
Remote Team? Formal Training is Your New Best Friend
Find out how to create an excellent training program for a remote team that drives performance, revenue and engagement.
Take Part in the 2024 CS Leadership Survey
CS Leaders - we need your perspective! Share your thoughts with us in just 6 minutes.
How Will They Know?
If you’re doing a great job, how will your clients know? The short and sweet of it: Ask them!
Traits of a Great Customer
Find out what separates the customers who test our resolve from the ones who we can’t stop raving about.
Our Only Role in Customer Escalation
Look at the of physiology of how humans work and the important role this plays in Customer Success.
Escape Reactive Doom: Map Customer Journeys
Tips how to carry out proactive touchpoints that matter to the customer.
Customer-First Touchpoints
Find out how to identify your customer’s preferences and utilize them to create their customer journey.
How to Get Your Resume Noticed in a High Volume Applicant Market
Staying positive, focusing on building strengths, finding a good fit, and taking time to personalize your application can make a world of difference.
Ryan Ballein on Digital-First Customer Success
Learn the art of leveraging data to craft the ultimate customer journey.