Understanding the Success Plan Discovery Process

Having discovery conversations with your customers is crucial to their success. These conversations not only allow you to build your relationship with your customer, but they also help you understand their desired business outcomes. With this information, you can build an effective success plan as well as help your customer work through any pain points they may be experiencing to ensure a positive customer experience.

In this CSM Mastermind, host Andrew Marks and three Customer Success professionals--Anna Korzeniowska, Madison Hall, and Max Weisbrod--discuss conducting the discovery process with customers.

During the live event, the panelists discussed:
* The overall goals of the success plan discovery process
* The benefits of conducting a discovery meeting with your customers
* What types of questions you should ask your customer during the discovery process
* Why it is important to ensure that you are conducting the discovery process with the right point of contact
* Strategies or techniques to utilize during the discovery process

By the end of the learning session, you’ll have lots of good advice and tips on the success plan discovery process.

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[BillHertzing]

Good content. I think if you can get yourself invited to pre-sales conversations, that will help later down the road when the persistence of memory fades.