CSM customer allocation strategy
One of our podcast listeners asked, "As a new head of CS, what should I consider when allocating customers to my CSMs?"
There is A LOT to unpack in that very simple question.
So in this week's episode of Impact Weekly, Johan and I dive deep into customer allocation, specifically talking about:
- The need for CSMs to feel ownership of their customers
- The role of capacity planning in preventing CSM burnout
- The importance of segmenting customers based on their Appropriate Experience (AX)
- And much more (seriously)
Listen to the podcast episode here.
I also just published a post called AX-Based Coverage Segments: Customer Success Evolved that goes into even more detail on the ideas presented in this episode.
~Lincoln
BTW: Our Annual Customer Success survey is still open and I really need your expertise and experience to answer questions like:
- How fulfilled do you feel in your role in Customer Success?
- Do you think the leadership of your company practices what they preach when it comes to Customer Success?
- Do you/your team have the necessary capacity to make your customers successful?
- How much do you use GenAI (like ChatGPT) in your day-to-day job in Customer Success today?
So we put together this survey on Typeform to help fill in those - and other - gaps in the collective understanding of the CS community.
While the information we're collecting is super-important - and of course we'll share it with you and the community when we're done collecting it - the survey itself will only take a few minutes to complete.
Please share your experience with the community here.
Thanks in advance!
...
Lincoln Murphy
I help SaaS companies Maximize LTV through Customer-centric Upselling
Don’t worry about upsells until churn is below 10%? Really? No, this mindset limits growth and stifles potential. Unless your environment is overtly customer-negative and you have massive churn across your entire customer base, you don’t need to hit some mythical churn threshold before upselling. Yes, address churn where it’s an issue, but also recognize that some customers are progressing and ready for expansion NOW. Here’s the truth: Even with higher churn in some cohorts, you have other...
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This week's Impact Weekly podcast episode is up (Listen here or on Spotify or Apple) and in it, Johan and I answer a variety of questions about Churn, including: What are the key indicators for predicting churn in advance? How to prevent churn when you have no control over price rises (set by head office) Is there a particular NRR %, or threshold below 100% NRR that would be a particular alarm bell for you? Is there a tolerance that you'd expect to see in B2B SaaS? And more! We give some VERY...