
Set goals and expectations for the course and reflect on what you want to get from the course.
Learn the definition of “time to value” and understand methods for analyzing your current time-to-value structure.
Learn the importance of Key Performance Indicators and understand how to create and implement your own.
Create a list of “quick wins” that align with your KPIs to set yourself up for success during your process.
Gain a deeper understanding of customer segmentation and learn the concept of sustained value.
Understand the definition and importance of adoption playbooks.
Learn the components and concepts within customer success playbooks.
Gain a better understanding of long-term adoption and activities to implement in the process.
Learn the definition and importance of the quarterly value review meeting and prepare to create your own.
Understand and define the key players in the adoption and retention process.
Be able to work effectively in the customer success process alongside the sales and product development teams.
Develop internal communication plans to effectively keep everyone informed of customer success activities.
Learn important concepts pertaining to data and analysis to be used in the adoption and retention processes.
Understand the concept of the customer experience index and learn to leverage user data.
Develop an understanding of how often to collect data for customer success purposes.
Gain a deeper understanding of the importance of data in customer success, and learn what data to share and when to share it.
Reflect on the information learned in the course.
Learn about additional resources you can access to bolster your customer success activities.
In the second of our Customer Success Series of courses, you’ll learn more about customer success, specifically the adoption and retention aspects of the customer success process. This course covers the importance of adoption and retention, including ways to bring value, create and implement adoption playbooks, collaborate in Customer Success, and leverage data to deliver outstanding results.
By looking at the four stages of Customer Success: Onboarding, Adoption, Retention, and Renewal, you’ll gain the skills and knowledge to ensure your customers love your products and continue to buy them. For anyone looking to succeed in the Customer Success field, this course will teach you the invaluable skills necessary to start your Customer Success journey!
Customer success ensures that customers gain maximum value from the products and services a business provides. It is helping customers achieve their desired outcomes, focusing on understanding customer needs, providing tailored solutions, and creating long-term customer relationships. For someone who wants to pursue a career in customer success, it is crucial to understand customer behavior, trends, and effective communication skills. We want to increase customer retention, lower service costs, and drive expansion revenue.
Through a series of lectures broken up into 6 sections, and you'll hear from multiple instructors. First, you'll learn from Amber Moore, who oversees the customer experience at LIFT. Next, you'll meet Tara Gettman, a marketing leader with a master’s in public relations and communications. Last, you'll hear from Alyssa Nolte - a specialist- how to use data to tell a compelling story.
We hope you enjoy the second course in our Customer Success Series and be sure to check out our first course, Onboarding Best Practices, if you haven’t already taken that course. It will contain important knowledge that will deepen your understanding of what’s discussed in the Adoption and Retention course but is not completely necessary.
Whether you’re a Customer Success expert or someone looking to start their own Customer Success journey, the skills and lessons in our Customer Success Series of courses will put you on the way to becoming a Customer Success guru!