Tag

Productivity

I Would Cheat On You If I Were Your Customer
October 3, 2024

I Would Cheat On You If I Were Your Customer

Learn how to turn customer relationships into long-term partnerships that thrive beyond the honeymoon phase. Learn how to keep delivering value, communicate transparently, and make sure your customers never even think about looking elsewhere.

10 Mid-Year Tips for CSMs to Stay on Track
August 23, 2024

10 Mid-Year Tips for CSMs to Stay on Track

Master the mid-year with ten key tips for Customer Success Managers, focused on sustaining progress and hitting targets. This article provides clear guidance and introspective questions to prepare you for the challenges ahead.

The Power of AI and How To Use It In Customer Success
July 11, 2024

The Power of AI and How To Use It In Customer Success

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.

10 Phrases Customer Success Managers Should Stop Using Immediately
June 13, 2024

10 Phrases Customer Success Managers Should Stop Using Immediately

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.

The Power of Multi-Threaded Customer Relationships (And How to Build Them)
May 30, 2024

The Power of Multi-Threaded Customer Relationships (And How to Build Them)

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.

What to Do When You Don’t Know What to Do as a CSM
May 2, 2024

What to Do When You Don’t Know What to Do as a CSM

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.

The Power of Storytelling in Customer Success
February 22, 2024

The Power of Storytelling in Customer Success

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

Beyond Just Being a "People Person" as a CSM
January 26, 2024

Beyond Just Being a "People Person" as a CSM

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.

Five Ways CSMs Can Lead Customers in Transformation
December 7, 2023

Five Ways CSMs Can Lead Customers in Transformation

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.

CSM-ing with a Complicated Product
June 22, 2023

CSM-ing with a Complicated Product

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

Mastering Your "Firsts"  as a CSM
May 25, 2023

Mastering Your "Firsts" as a CSM

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.

Dear Insider: Help! I want to move into CS Ops.
May 11, 2023

Dear Insider: Help! I want to move into CS Ops.

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.

What I Learn About Working With Product in Customer Success
April 27, 2023

What I Learn About Working With Product in Customer Success

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.

I've Been in CS for Over a Decade. Here's What I learned.
March 29, 2023

I've Been in CS for Over a Decade. Here's What I learned.

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

6 Ways Support & CS Can Become a Powerhouse
February 2, 2023

6 Ways Support & CS Can Become a Powerhouse

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.

5 Skills That Can Make You Indispensable as a CSM
December 6, 2022

5 Skills That Can Make You Indispensable as a CSM

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.

I Don’t Care if My Customers Like Me, and You Shouldn’t Either
November 10, 2022

I Don’t Care if My Customers Like Me, and You Shouldn’t Either

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.

Three Non-obvious Signs Your Customer Might Churn (And How to Prevent It)
October 27, 2022

Three Non-obvious Signs Your Customer Might Churn (And How to Prevent It)

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.

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.

The Top Questions CSMs Should Ask Their New Customers
September 29, 2022

The Top Questions CSMs Should Ask Their New Customers

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 as a CSM
July 28, 2022

Four Myths That Could Be Hurting Your Relationship With Sales as a CSM

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

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

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".

How to Learn Your Product Quickly as a New Customer Success Manager
November 23, 2021

How to Learn Your Product Quickly as a New Customer Success Manager

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 with Customers
December 2, 2021

How to Have Difficult Conversations with Customers

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.

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.

We've sent a confirmation link to your email.
Oops! Something went wrong while submitting the form.
A picture of working together in customer success