How to create SUCCESS PLANS that don't SUCK скачать в хорошем качестве

How to create SUCCESS PLANS that don't SUCK

#successplan #CSMpractice #customersuccess #accountmanager Top of mind for most customer success managers is perfecting the art of creating a success plan for their customers to maximize value, increase adoption, and secure the renewal. In this video, Sr CSM at BuyerAssist, Dhananjay Tate, shares his perspectives on how he treats his success plans as a MUTUAL one. During the process of creating one, DJ aligns with his customers to better understand their business problems as well as their desired outcomes. The mutual success plan he creates captures all his discussions and mutual understandings with his customers, into a single unified view for all clients and internal stakeholders. Here's what the discussion with about DJ's approach to mutual success plans included: ✔ The benefits of mutual success plans ✔ Introducing changes to the process of developing success plans ✔ Creating a customer journey success plan ✔ Three phases of onboarding ✔ Improving the success plan process ✔ Defining their initiatives for each phase in the journey ✔ The difference between MBR, QBR, and EBR for mutual success plans. ✔ How to report the progress of a Success Plan 👍 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 To learn more about Success Plans: 📑 Blog: Why do you need Mutual Success Plans for Customer Success? https://bit.ly/3wVLrV5 🛒 Book: Reimagine Customer Success: Designing Organizations Around Customer Value https://amzn.to/3wCxKdh 📑 Blog: How to Develop an Effective 90-Day Customer Success Plan https://bit.ly/3wUFqI2 ⏬ Download: Technology Stack for Customer Success Teams https://www.csmpractice.com/customer-... ⏬ Download: Success Plan Template https://www.csmpractice.com/free-succ... ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ 00:00 Intro 01:41 About DJ 04:02 Creating a Success plan 05:14 Optimizing the process 06:16 Journey Phases 07:58 2 process stages 08:52 Optimizing the process 10:57 Quantifying Success 12:14 QBR, EBR & MBR 15:29 Progress report 16:46 Renewal plans