Productivity

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

Support & CS can deliver great customer experience by collaborating based on their shared skills and knowledge. This article explores 6 areas where they can work together.

Are you looking to make yourself indispensable as a customer success manager? Then you need to have these five skills! Learn what they are and how you can develop them.

Are you concerned about whether your customers like you? Stop worrying about being liked and instead focus on delivering value. Learn how to turn customer interactions into value-driven conversations that focus on your customer's needs and goals.

Chances are, you're not doing everything you can to prevent customer churn. In this blog post, we'll show you three non-obvious signs that your customers might be about to churn and what you can do about it. Read on to learn more.

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.

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

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

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

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.

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

Discover ten ways you can manage up as a Customer Success Manager to impress your boss and bring out the best in your work.

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

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.

Learn how to make an impact as an individual contributor in Customer Success and grow your career, even without the title of "leader".

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.

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.

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

Learn how to properly set expectations so both you and your customers are on the same page.

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

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

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

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