Our final 2-week virtual Customer Onboarding training program of 2024 starts on Monday, October 28. Learn more about the program and sign-up here. Onboarding is arguably the most important customer lifecycle stage. In this program you'll learn how to get your new customers to do the things they need to do to get this still-fragile relationship off to a strong start, setting everyone up for long-term success (the customer... and your CS team). Specifically, we'll cover: Lifecycle stage metrics...
12 days ago • 1 min read
Our 2-week virtual Customer Onboarding training program starts this Monday, October 28, 2024. Learn more about the program and sign-up here. Onboarding is arguably the most important customer lifecycle stage. In this program you'll learn how to get your new customers to do the things they need to do to get this still-fragile relationship off to a strong start, setting everyone up for long-term success (the customer... and your CS team). Specifically, we'll cover: Lifecycle stage metrics...
14 days ago • 1 min read
Our completely revamped 3-week CS Leadership: Strategy & Scaling program kicks off this Monday, 7th October. This is one of the most impactful programs we offer because it goes beyond theory, focusing on the critical aspects of Leadership, Management, and Coaching that every Head of Customer Success needs to master to drive real business impact. We’ll dig into aligning with your company’s high-level objectives (NRR, LTV, etc.), building a high-performing team, and ensuring your Org and...
about 1 month ago • 1 min read
Our completely revamped 3-week CS Leadership: Strategy & Scaling program kicks off next week, 7th October. This is one of the most impactful programs we offer because it goes beyond theory, focusing on the critical aspects of Leadership, Management, and Coaching that every Head of Customer Success needs to master to drive real business impact. We’ll dig into aligning with your company’s high-level objectives (NRR, LTV, etc.), building a high-performing team, and ensuring your Org and...
about 1 month ago • 1 min read
I'm on a flight to San Francisco and the person to my left is talking to their colleague trying to find a time for both of them to meet with a customer. I glanced over and saw their calendar and... OMG! Back to back to back meetings, all day, every day. Completely full. Unsustainable. Even worse, it really seemed to be a source of pride for them. Now, I don't know the nature of their business and I didn't keep looking - I got a sense of it and I looked away - but their calendar looked just...
2 months ago • 1 min read
HEADS UP - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. As I've been saying, meetings are the most expensive activity in Customer Success Management, yet we often overlook their true cost. If we understood this better, we’d have far fewer unproductive meetings. There are three types of costs associated with meetings. The first type was Direct Cost, or the cost of the CSM or other contributor's time, including the...
3 months ago • 1 min read
HEADS UP! - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. Meetings are the most expensive activity in Customer Success Management, yet we often overlook their true cost. If we better understood their cost, we’d have far fewer unproductive meetings. There are three types of costs associated with meetings. The first type is: Direct Cost: This is the actual cost of your CSMs' and other contributors' time on the call....
3 months ago • 1 min read
Our 2-week Success Plan training and certificate program starts this Monday, August 19, 2024. This program for CSMs is all about working with customers in that "ongoing" phase of their lifecycle. As you know, this is the lifecycle phase where momentum is lost, engagement suffers, and customers often operate without direction. This program fixes that by teaching you: Ongoing Goal Discovery Meeting Prep and Brainstorming How to use Progress Milestones Objection Handling Joint Accountability And...
3 months ago • 1 min read
TL;DR - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. Meetings are the most expensive thing we do in Customer Success—both in actual and opportunity cost—yet most of them are a waste of those resources. If you’ve mastered meetings—getting attendees interested, setting up agendas, using async carveouts, self-service deflection, and ensuring proper follow-up—feel free to skip this workshop. You’re good. But if you’re...
3 months ago • 1 min read