Mar 23, 2021 |
All companies face meeting creep, but only some take action to prevent “unnecessary meetings” from becoming the norm. Here’s how to establish guidelines so your team uses meetings thoughtfully and sparingly.
Feb 22, 2021 |
The low-touch engagement model is notoriously challenging to build—it’s both digitally led while still offering access to a proactive CSM, and it requires a team with skills unlike in a high-touch model. Here, we unpack the foundational elements of a low-touch model, how CS teams can mature their approach, and the skills required in an effective low-touch team.
Jan 18, 2021 |
Customer Success leaders often cite "finance" as their biggest weakness. Here's a Q&A with four Finance leaders from Blend, UserTesting, Lever, and Higher Logic on how they think Customer Success executives should approach strategic budgeting and planning conversations.
Nov 18, 2020 |
It’s easy for Customer Success to blame Sales when customers aren’t getting what they expected. But the fault isn’t all on Sales—and it’s on CS to build a stronger partnership and handoff. Here's Emilia D'Anzica with tactics for fixing the common points of friction between the two teams.
Oct 20, 2020 |
Customer Success budgeting conversations are too often centered around “driving down costs.” Instead, here’s how to show the CFO how investing in CS will increase revenue and profitability.
Oct 5, 2020 |
Brett Andersen (Degreed’s VP of Client Success) on the rubric that has helped his team set clear expectations and maintain a culture of high performance.
Sep 29, 2020 |
Typeform's Head of Customer Engagement shares tactical advice on how to structure, measure, and support a Customer Marketing team.
Sep 1, 2020 |
The terms Buyer, Champion, and Power User often fail to capture factors like level of authority, influence, and product need. Here's how to redefine those terms to strengthen your champion coverage strategy.
Aug 24, 2020 |
David Ginsburg draws from his experience at companies like Box, Mixpanel, UserTesting, and WorkBoard, and breaks down the four foundational aspects of an effective Customer Success team structure.