CS EXECUTIVE CYCLE
Being a Customer Success Executive is overly demanding when operating on customer and business priorities, strategy & planning activities, revenue and retention targets, talent development, effective measurement, and adapting to market and technology changes.
Join the CS Executive cycle to navigate your challenges better, balance between strategy and operations, external and internal commitments, and align your department to the organization's broader goals.
PLAYBOOKS
First Meeting with Executive
First Meeting with an Executive Stakeholder: No second chance to make a first good impact
CS Insight and Revenue Planning
The Playbook highlights how customer success insights can contribute to revenue planning with Sales.
Preparing your Team for Revenue Targets
What should the CS leader consider when preparing the CSMs for the “revenue challenge?”
CS One pager
strategy
The playbook describes the main steps to create a one-pager strategy illustration to complement your CS Strategy document
CSM
Commercial Maturity
The Playbook should be a reference for CSMs to benchmark and understand how they can evolve their commercial skills.
Skills
mapping
The Playbook contains a matrix with CSM Skillsets and Characteristics, including a reference to the four CSM disciplines: “Consultant,” “Project Manager,” “Data Analyst,” and “Account Manager.”
Knowledge Management solution
The playbook describes the initial steps to consider when planning and implementing the product knowledge solution in your organization.
CSM
Professional growth
The Playbook references the CSM Skillsets and Characteristics framework, presenting four CSM disciplines.
ARTICLES
CS Executives: You Won the Revenue Argument. Don’t Let Quality Be Your Blind Spot.
Sales and Customer Success: Moving gradually from Siloed Operations to Successful Collaboration
CIO or CSM?
AI Crash course - The Enterprise Edition
One Page Strategy
The Multi Faceted CSM
Permanent Beta
CS Kick Off
Product knowledge management
Customer Success Pipeline
Build to Last
CS and Support - Instrumental collaboration
ABZ Planning
VIDEOS
