Email Archive

Need to vent or ask for advice? Exploring the best cadence for Executive Business Reviews, building your personal brand in Customer Success, and navigating career transitions without hands-on experience—delve into these insights in this edition of Dear Insider.

Learn how AI became ubiquitous and discover practical ways to integrate it into your personal and professional life. This article covers AI's history and its essential components and provides a framework for creating your own custom GPT.

Learn about 10 phrases every Customer Success Manager should stop using to build stronger client relationships. This article highlights harmful phrases and offers effective alternatives. Improve your communication and foster trust with these tips.

Learn how to safeguard your customer relationships even if your primary contact leaves abruptly. Implementing a multi-threaded approach ensures multiple connections, strengthens communication, and reduces risks.

Mock presentations can be daunting, but you can ace them with the right preparation and practice. Dive into our guide to learn how to showcase your skills and impress your audience effectively.

Discover how to thrive as a CSM without having all the answers. Learn practical strategies for acknowledging your limits, utilizing your co-workers, and creating a continuous learning plan to transform challenges into opportunities for growth.

Building a small CS team, exploring the creation of impactful CS playbooks, and finding ways to enhance data analysis and financial literacy in leadership roles - delve into these insights in this edition of Dear Insider.

Discover how to boost your company's revenue without the traditional sales pitch. Learn strategies that emphasize value creation and relationship building to achieve financial success.

Learn about Saahil's transition from a sales role to leading a customer success team and his strategies for developing leadership skills and managing teams. Uncover insights into the crucial first 90 days and how to build authentic leadership and foster continuous learning.

Explore the transformative power of storytelling in customer success. Discover how narratives can elevate your business strategies and create deeper connections with your audience.

Tracing the path to CS leadership, uncovering essential skills and strategies, and exploring the day-to-day of a CCO – delve into these key insights in this edition of Dear Insider.

Is being a CSM all about being a "people person"? In the article, learn what CSMs truly need to do to be effective in their roles.

Are you looking to transition from Customer Success to Sales? Read this first and learn what it takes to excel in this field.

Tracing the path to CS leadership, uncovering essential skills and strategies, and exploring the day-to-day of a CCO – delve into these key insights in this edition of Dear Insider.

In the high-stakes journey of digital transformation, a daunting 70-95% of organizations face failure. Discover the pivotal role of CSMs in steering these transformative endeavors toward success.

Discover how the SaaS sector is tackling its most pressing challenges—scope creep, burnout, and accountability—head-on to reshape the future of Customer Success.

Moving into Customer Success from Support, turning CS into a career rather than a job, and owning your professional development. All your questions are answered in this installment of Dear Insider.

Onboarding CCSMs is a critical phase that can make or break their experience and impact the team. Learn how to do it right by avoiding these common mistakes.

Need to vent or ask for advice? We're here to help! ‍Ask anything here anonymously, and we'll answer in our next installment of Dear Insider.

Unleash the power of the pack in the sales jungle! This article reveals how Sales professionals are teaming up with Customer Success Managers to not only hit their targets but also drive organizational objectives forward, transforming the 'lone wolf' approach into a collaborative hunt for success.

Uncover how to stand out in a saturated market. This resource guides you through the seven key elements that can make you a top contender in any interview.

Learn tips and tricks on mastering complex products as a Customer Success Manager while juggling client expectations.

Dive into the foundations of Digital Customer Success (DCS) and uncover how this innovative model compares and contrasts with human-led Customer Success. Discover the crucial need for these two strategies to harmoniously coexist in today's ever-evolving business landscape.

Starting your first job as a CSM can be daunting but fear not! Dive into this article and uncover seasoned tips, fun templates, and effective strategies for making your initial customer outreach, onboarding, and churn management a remarkable success.

Moving into Customer Success Operations, how to handle a complex and ever-evolving product, and setting high-level KPIs. All your questions are answered in this installment of Dear Insider.