The Cycle of Customer Success: A Blueprint for Customer Success Teams

I'm not someone who likes methodologies as I like to keep a clear perspective and be open to change. As someone who studied history, I preferred to use facts and evidence rather than theories and methodologies as the main guides in my decision making process. After spending over 15 years in Customer Success, I have … Continue reading The Cycle of Customer Success: A Blueprint for Customer Success Teams

Hacking Customer Success

The post below was originally posted on the ServiceRocket blog and is part of the Helping Sells Radio podcast. There are many approaches to Customer Success. I had a great conversation with Sarah E. Brown and Bill Cushard from ServiceRocket on "hacking Customer Success". I recall some of the approaches I used in various CS leadership … Continue reading Hacking Customer Success

How to Become a Customer Success Leader

I'm going to be very blunt here. Getting my first management role in Customer Success was extremely difficult. It was 10 years after I started in Customer Success that I was eventually promoted to VP. This was no easy or simple feat. The mental punishment I absorbed over the years could have overwhelmed me. It did … Continue reading How to Become a Customer Success Leader

The Fundamental Flaw of Proactive Customer Success

“You want us to do what?” Who here has openly said this or had this run through their head when your manager proposed a new process that would essentially add more work to your already busy day? Don’t deny it – I know you’ve done this. I have done it as well and have been … Continue reading The Fundamental Flaw of Proactive Customer Success

Customer Success Battle Scars: Communicate, Communicate, Communicate

Communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate, communicate and… communicate. Did I make my point? In my last post, I covered how you can’t f@&k around with hiring as a customer success leader at a fast growing start-up. In this post, I'll outline some approaches to ensure you … Continue reading Customer Success Battle Scars: Communicate, Communicate, Communicate

Customer Success Battle Scars: Don’t F@&k Around With Hiring

“I want your job”. Who has been in a leadership position and not heard that at least once from a candidate in response to asking about their career objectives? I was no different when I was younger but I was probably not as brash. I knew early on in my career that I wanted to run … Continue reading Customer Success Battle Scars: Don’t F@&k Around With Hiring

Customer Success Meetings That Inspire

Meetings mostly suck. There, I said it. We all know it's the truth. I've run my share of crappy meetings and I'm well aware of it. It wasn't my intention. It's not an easy task to have great meetings - especially if you're part of a Customer Success team that is growing at a tremendous … Continue reading Customer Success Meetings That Inspire

It All Starts With Onboarding in Customer Success

GONG! Sales has closed another deal! After the high fives, fist pumps, multiple reply-alls, humble Oscar like acceptance speeches by the sales rep where they thank everyone and their mom, and the obligatory executive pat on the back, the rubber needs to hit the road. This is where your Customer Success team straps on their gear … Continue reading It All Starts With Onboarding in Customer Success