Tag

Productivity

Foolproof Your Customer Onboarding With This Slide Deck
April 28, 2021

Foolproof Your Customer Onboarding With This Slide Deck

A successful onboarding experience can make or break the success of a customer. Here's a slide-by-slide template for running high-touch onboarding calls.

My Five-Part Framework for Uncovering Customer Insights
September 29, 2022

My Five-Part Framework for Uncovering Customer Insights

Here is a question-asking framework to use during your initial customer calls to uncover their goals, success metrics, and other valuable information.

Four Myths That Could Be Hurting Your Relationship With Sales
July 28, 2022

Four Myths That Could Be Hurting Your Relationship With Sales

This article highlights four big myths that might be hurting your relationship as a Customer Success Manager with sales.

How to Ruthlessly Prioritize as a Customer Success Manager
July 14, 2022

How to Ruthlessly Prioritize as a Customer Success Manager

Learn the three steps you should take to manage your workload as a Customer Success Manager so you can do more with less time.

Dear Insider: What Does It Take to Find a Mentor and Become a Good Mentee?
June 30, 2022

Dear Insider: What Does It Take to Find a Mentor and Become a Good Mentee?

Finding a mentor, nailing your final presentation interview, and measuring the ROI of a CSM - all your questions are answered in this installment of Dear Insider.

15 Ways to Impress Your Boss as a Customer Success Manager
June 23, 2022

15 Ways to Impress Your Boss as a Customer Success Manager

Here’s a list of 15 ways you can impress your boss and stand out as a Customer Success Manager.

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 CSMs just firefighters? Customers call us when shit hits the fan. When things go “boom” or when all hell breaks loose. But isn’t it more than that? Find out.

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

Learn how to make an impact as an individual contributor in Customer Success and 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 at risk of churning. Learn what to do in this type of situation.

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

Learn how to prepare for your customer kick-off calls and make a great first impression with this guide.

How to Manage Customer Expectations
February 22, 2022

How to Manage Customer Expectations

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 Customer Success Manager, not everyone will be your cup of tea. Learn how to manage difficult direct reports with this guide.

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 from SMB to Enterprise accounts is a great way to advance your career. Learn the difference between managing these accounts.

Success Done Right

Customer Success can be chaotic. CS Insider is a newsletter that gives you the wisdom, courage, and tools you need to level up in your career.

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