Defining an Effective Success Plan Strategy for CSMs скачать в хорошем качестве

Defining an Effective Success Plan Strategy for CSMs

#customersuccess #csmpractice #planning #successplanning For customer success managers, a success plan is important to ensure each customer’s needs are met quickly and efficiently. According to Anika Zubair, co-founder of CSM LDN, and VP of Customer Success Karbon, developing an effective strategy for success plans is key. Irit met with Anika to uncover how she approached the development of a customer success plan process and strategy for her team. Here are some of the highlights of our discussion: ◽️ Like a project plan, a Success Plan outlines the major steps and strategies for delivering customer outcomes. ◽️ A lighter version of the traditional Success Plan can be used, even for a pooled CSM model. ◽️ Defining key initiatives and measurable success indicators for specific use cases is important. ◽️ Reviewing proposed success plans with clients helps CSMs gain important feedback from their customers. ◽️ The success plan strategic framework should be reevaluated after a certain period of time. ◽️ Using leading and lagging indicators helps determine how effective the success plan has been in meeting the customer’s expectations. ◽️ A success plan can assist CSMs in achieving their goals and providing services to facilitate customer value. ◽️ As a CS team leader, it is essential to communicate goals, strategies, and deadlines objectively and strategically to determine whether the success plan process has been effective. 👍 Like, share, and subscribe for expert insights! 👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are three powerful ways I can help you fast-track success while avoiding common pitfalls: 1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Tracking the right KPIs is the key to driving your CSM team to higher performance. Get my Customer Success KPI Cheatsheet and learn how to focus on the metrics that actually move the needle—so you can scale smarter and accelerate revenue growth. Click here to download the workbook: 🔗 https://unlock.thecustomermethod.com/... 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 Every week, I share strategic insights and practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies and driving serious impact. Click here to join: 🔗 https://unlock.thecustomermethod.com/... 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚? Building and running a customer success practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives confidently build a proactive, high-performing CS team—without the guesswork and costly missteps of figuring it out alone. Click here to learn more: 🔗 https://unlock.thecustomermethod.com/... Additional Resources 🎥 Video: How to Best OPTIMIZE Your CUSTOMER SUCCESS PLAN https://bit.ly/3PseN3w 🎥 Video: How to create SUCCESS PLANS that don't SUCK https://bit.ly/3xe7FAf 📑 Blog: How to Develop an Effective 90-Day Customer Success Plan https://bit.ly/3wUFqI2 📑 Blog: Designing a Profitable Customer Success Framework https://bit.ly/3yke4uA 📻The Customer Success Channel Podcast https://open.spotify.com/show/7LMspDJ... ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ 00:00 Intro 01:20 CSM LDN 02:18 CSM LDN Purpose 2:41 Customer Success Channel 3:50 Success Plans Importance 04:54 Number of Plans 06:40 Pooled model 06:54 Roadmap to success 8:21 Cancellation Request 9:11 First step plan 12:24 Identify Use Cases 14:40 Creating Success Plan 18:40 Sharing Excel 19:45 Duration 22:05 Leading vs. Lagging 26:22 Identify outcomes