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CS LEADER CYCLE

Leading a Customer Success team expands beyond retention objectives and value-driven initiatives.


Team productivity, scaling, cross-functional collaboration, CSM professional development, and being a point of escalation are among a Team leader's additional responsibilities. 
Join the CS Leader Cycle and learn how to navigate challenges by staying customer-focused, fostering a collaborative team environment, and adapting to the evolving needs of customers and business environments.

PLAYBOOKS

Knowledge Management solution

Knowledge Management solution

The playbook describes the initial steps to consider when planning and implementing the product knowledge solution in your organization.

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CSM Project Management skills assessment

CSM Project Management skills assessment

The Playbook suggests a list of questions for CS leaders to assess the Project management

experience of a CSM.

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Skills framework

Skills
framework

The Playbook references the CSM Skillsets and Characteristics framework, presenting four CSM disciplines.

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Manage a product defect scenario

Manage a product
defect scenario

CSMs are expected to manage difficult situations when technology does not meet customer expectations and will need to ask a few questions to ensure they are prepared for a difficult discussion.

CSM Commercial Maturity

CSM
Commercial Maturity

The Playbook should be a reference for CSMs to benchmark and understand how they can evolve their commercial skills.

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Team Shared language 1.jfif

Customer Success Quality Audit framework

Move your CS organization from emergency room mode to structured quality prioritization using 6 quality criteria and the 3-Dimension Quality Issue Score.​

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ARTICLES

VIDEOS

From insights to impact - How Customer Success can shape revenue forecasting
27:08
CS and Product North Star Metric
01:00
Industry Series: CyberTech
48:07
How can CSMs identify and qualify opportunities to increase revenue with existing clients
31:46
How can have a huge impact on customer success roles
01:24
Masterclass for CSMs - you don't have to be a seller to drive revenue
32:25
How to Improve the Product- Customer Success-Sales collaboration  - panel discussion
29:44
Building Professional Development Plans for Your CS Team
01:16:01
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