Email Archive

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.

Discover the secrets to a successful customer success and product relationship! Find out how healthy organizations prioritize customers and how CS teams can communicate their needs effectively.

Learn how to break down silos between CS and the teams you collaborate with, making working together easier and creating a more seamless customer journey.

Learn what Rebecca has taken from a career in CS. With over a decade of experience, she lists her top takeaways and lessons learned.

Learn how to onboard your new Customer Success Manager effectively with Amber's top 5 tips. From creating a 30-day onboarding checklist to outlining a 30-60-90-day plan, these tips will set your CSMs up for success.

Learn what seven places you should visit when preparing for an interview to demonstrate how your skills and experiences align with a company’s goals and values.

Master customer success leadership with 5 key concepts. Balance confidence and competence, prioritize employee success, and manage up, down, across, and within.