Tag

Productivity

Ten Tips for Managing Up in Customer Success
April 15, 2022

Ten Tips for Managing Up in Customer Success

Managing up can sound manipulative - it’s not. It really boils down to being considerate. When someone is in a position of authority it’s easy to forget they are often overwhelmed, tired, or focused on anything other than your performance. So here are 10 ways to manage up - that your boss will thank you for.

The Why, What, and How of Customer Success Documentation
March 10, 2022

The Why, What, and How of Customer Success Documentation

Clean and robust documentation helps you and your team become more effective and consistent. Learn how to document like a pro.

The Theory of Customer Success
November 19, 2021

The Theory of Customer Success

Are CSM’s are firefighters? Customers call us when shit hits the fan. When things go “boom”, when all hell breaks loose. We are. But isn’t it more than that? Find out what Jon has to say.

Making an Impact When You're Not in a Customer Success Leadership Role
September 9, 2021

Making an Impact When You're Not in a Customer Success Leadership Role

If you want to make an impact as an individual contributor, there are a few things you can do right away. Use these steps to grow your career, even without the title of "leader".

New to Customer Success?  Here's How to Learn Your Product Quickly
November 23, 2021

New to Customer Success? Here's How to Learn Your Product Quickly

Imagine you're being onboarded but have little help learning your new product. We've all been there. Here's how to onboard yourself in this type of difficult situation.

Thrown to the Wolves: Inheriting a Red Account as a New Hire
February 8, 2022

Thrown to the Wolves: Inheriting a Red Account as a New Hire

Your first account as a new Customer Success Manager (CSM) may be a red account and at risk of churning. Do not be afraid. Learn why you were given this burden/opportunity, how to break the ice, get in the right mindset, and use your strengths to your advantage.

How to Run Your First Customer Kickoff Call as a Customer Success Manager
November 16, 2021

How to Run Your First Customer Kickoff Call as a Customer Success Manager

Running your first kickoff call? Learn how to prep and make a great first impression.

How to Manage Customer Expectations
February 22, 2022

How to Manage Customer Expectations

The best way to help your customers succeed with your product is by setting and managing expectations. Unfortunately, you cannot meet all of your customers' needs and wants. Learn how to properly set expectations so both you and your customers are on the same page.

Don't drown: How to Find Safe Waters as a New Customer Success Manager
September 23, 2021

Don't drown: How to Find Safe Waters as a New Customer Success Manager

Are you a new customer success manager? Sometimes learning the ropes can be a stressful and challenging experience. Learn how Brandon navigated this change.

How to Deal with Difficult Employees as a Manager of Customer Success
December 9, 2021

How to Deal with Difficult Employees as a Manager of Customer Success

As a new manager, not everyone will be your cup of tea. Learn how to manage someone whom you don't like.

How to Have Difficult Conversations
December 2, 2021

How to Have Difficult Conversations

Every CSM needs to be prepared to have difficult conversations. Yet many don't know how to prepare. Here is a step-by-step guide to doing it right.

Becoming an Enterprise CSM
December 16, 2021

Becoming an Enterprise CSM

Making the jump to Enterprise accounts is a great way to advance your career and take on more responsibility. Here's the difference between managing Enterprise and SMB accounts.

Success Done Right

CS Insider is a newsletter that cuts through all the noise and gives you top-quality content you won't find anywhere else.

We've sent a confirmation link to your email.
Oops! Something went wrong while submitting the form.