How to Redesign Your Customer Success Blueprint and Strategic Roadmap

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#rebuild #customersuccess #csmpractice

Being creative is one of the best traits a Customer Success Management professional should have. The goals change, the points of contact change, and your products or service offering can change. That's why it is important to revisit your Customer Success organization regularly to ensure that you stay on top of your market to continue to deliver value to your customers and to your company.

In this fireside chat, Christina Augustine, Chief Operating Officer at Bloomreach, shares her thoughts on revisiting and rebuilding a customer success organization to:
- Identify the areas for improvement
- Know the perfect time to revisit your strategies
- Develop strategies in starting the rebuilding process

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👉🏻 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.

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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.

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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.

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Here are some bonus resources for you!

📑 Read this blog now to know more about Quarterly Business Reviews:

🎥 How to Develop A Customer Success Program

Watch this video to get a full understanding of When, why and How should you rebuild your Customer Success Practice.
00:00 Intro
01:52 Customer Success Function
02:33 Revisit & Rebuild CS Organization
04:13 Rebuilding Customer Success
07:24 Strategy & Rebuilding Span
08:26 Organizational Change Risk
09:58 Starting Rebuilding Process
12:49 Rebuilding Impact on Teams
14:19 Metrics Defining Success
15:02 Tracking Metrics
16:14 Fund and Support
18:02 Questions about Rebuilding CS Org
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If you need a great template for putting your strategic vision together, along with specific step-by-step instructions on crafting your strategy blueprint in a way that gets a "yes" from your executive leadership team, join my CS strategy mastermind program, The Customer Method™. Want to join us? Reply to my comment with the word - "Blueprint, " and I'll get you all the details.

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