Smart Tips Customer Success

Quick advice for CSMs to manage, retain, and grow their book of business
Free Download What you'll learn
Comfortably navigate complex client relationships
Efficiently manage and forecast your book of business
Maximize your cross-functional partnerships
Identify pain points and resolve them quickly
Discover strategies that are key to delivering building mutual success
Requirements
Learners should already know basic SaaS concepts.
Learners should have a general understanding of the customer lifecycle.
Description
Welcome to Smart Tips: Customer Success! In this course, I'll provide short lectures to help you choose a course of action - fast so that you can immediately apply it to your accounts. The videos in this course are standalone. That means you don't have to watch in any particular order. If you're searching for a specific skill or topic that's relevant to you, take a look through the available tips to find the knowledge you need when you need it.Customer Success comes in many different flavors, from sophisticated to scrappy, from high-touch to low-touch. Customer Success is most often applied in SaaS companies, but the principles apply to any business that depends on delivering value to customers over the course of a long relationship. Anyone that is tasked with building relationships, retaining and growing revenue, and making customers successful will find some valuable insights that will improve their performance.In this series of engaging videos. You'll discover tactical advice to set and achieve goals, overcome common challenges, and help your customers thrive. In the lightning-fast, fun video series you'll learn things like:Reducing friction for customers that stems from the transfer of relationships to the CSMEstablishing a strong foundation for a lasting relationship with the right stakeholdersMaintaining elusive relationships with senior leadership at your clientsUncovering and amplifying the voices of championsImproving efficiency with your outreach strategy at any service levelUnderstanding key customer success metrics and how to calculate themPreventing churn by identifying and addressing risks before it is too lateTaking control of your workload and planning your time efficientlyUnderstanding the motivations for your cross-functional partners so you can partner more effectively...and so much moreResources like the Customer Match Scorecard and Success Plan Template give you new tools to apply across the customer lifecycle from sales handoff to creating raving fans. I want to provide you with hard-won insights and resources I built on the front line of building the Customer Success industry over the past decade-plus. If you are an entry to mid-level Customer Success Manager focused on growing revenue efficiently, a full-cycle Account Manager navigating renewal clients, an entry-level revenue leader building Customer Success playbooks, or anyone who cares about making customers successful, this course is for you. I'm proud of the results my clients across the globe have achieved and I look forward to bringing that momentum and success to you as well. join me in this course!
Who this course is for
Entry to mid-level Customer Success Managers
Full-cycle Account Managers
Leaders building Customer Success playbooks
Anyone who cares about making SaaS customers successful
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