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
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...
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...
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