
A general welcome, and an introduction into my professional background - 12+ years in Customer Success roles.
An Agenda of what we will cover:
What is Customer Success (CS)?
Why is it important?
What is it not?
Where did CS come from?
The main mission of CS
Terminology you need to know
The Pillars of CS
Customer Segmentation
How to lead customer conversations
Career Path
Salary/Pay
Is CS a good career for you?
Entry Level Roles
How to Transition into a CS role
Interview Questions and How to Answer Them
Know the definition:
CS = CX + CO
Customer Success = Customer Experience + Customer Outcomes
Customer success helps companies increase:
Revenue
Retention
Loyalty
It's not customer support. You'll learn the differences between customer support and customer success. Customer Success is here to make an organization money (revenue), and not be a cost center like customer support. That's why organizations outsource customer support to different countries to save cost. However, it ends up hurting them if the customer support is poor.
All the way from traditional account management with multi year agreements into the SaaS based world where a customer can drop (churn) at anytime.
As soon as you add a customer success department, a company can expect to increase revenue, and decrease churn. Byproducts are loyalty, and satisfaction.
No one is teaching this. Learn this. Understand this. And implement this in the day to day when you talk to customers and you will be the best customer success manager a company has ever seen.
Not every customer is "important" enough for an organization to get a customer success manager. Some companies have automated onboarding and a customer support e-mail for customers who aren't moving the needle on the company's bottom line.
Customers are also segmented into Enterprise, Mid-Market/Strategic, or SMB (Small to Medium). Your role in customer success may be segmented into one of these tiers as well. The most experienced CSMs are usually working within the Enterprise segment as this is where customers really move the revenue needle, and their dropping would mean immense harm to a company's bottom line.
Follow the GROW model when leading any customer conversation, especially when you must sell a solution to them.
Find out their GOAL, their NEED, their PROBLEM, and then solve the problem by suggesting one of your company's solutions in this manner.
Learn the foundational principles of customer success management with a professional who is currently leading a team of Customer Success Managers at Uber, responsible for over $140 million dollars of annual recurring revenue per year.
With over 12+ years in customer-facing roles, including consulting and account management, I'm here to help you. I've built a Customer Success department from scratch as the Director of Client Services/Customer Success, and I'm here to share
Whether you're in a customer-facing role today, or you're a nurse, teacher, bartender, retail associate, wondering if customer success is the right career path for you, then this course is for you.
If you're asking yourself the following questions, then this course is for you:
What is a customer success manager?
What does a customer success manager do?
Is a customer success manager a good career for me?
Is customer success manager a good job?
How do I become a customer success manager?
How do I prepare for a customer success manager interview?
How much money does a customer success manager make?
If you're already in customer success management and want to learn how to become the best customer success manager, then this course is for you.
Are there any course requirements or prerequisites?
There are no requirements for this course.
Here's the agenda for the course:
What is Customer Success (CS)?
Why is it important?
What is it not?
Where did CS come from?
The main mission of CS
Terminology you need to know
The Pillars of CS - NO ONE IS TEACHING THIS
Customer Segmentation
How to Lead Customer Conversations
Career Path
Salary/Pay
Is CS a good career for you?
Entry Level Roles
How to Transition into a CS role
Interview Questions and How to Answer Them