ChatGPT is a Customer Success Game-Changer

You know ChatGPT is powerful, but how is it actually useful to you in Customer Success on a daily basis? This is it.

Growth Unlocked: The Key to Exponential Account Expansion

Expansion – not simple renewal – is the ultimate indicator of a successful customer.

Customer Success: Defined (2024)

Customer Success is transformative for your business. If you do it right. Learn what REAL Customer Success is in this post.

Stop Confusing Free Trials and Onboarding (It’s Costing You Customers)

Confusing Free Trials and Onboarding will likely result in poor engagement and lower conversion from free to paid.

The Importance of Consistency in Customer Success Management

The Importance of Consistency in Customer Success Management

The Real Reason Your Company Invests in Customer Success

The Real Reason Your Company Invests in Customer Success

Customers Hate These 3 Things (and How to Avoid Them)

Customers Hate These 3 Things (and How to Avoid Them)

The 5 Secrets of World-class Customer Success Managers

The 5 Secrets of World-class Customer Success Managers – CSMs.

Customer Onboarding: How to Design and Implement an Effective Onboarding Process

Customer Onboarding is a widely discussed, yet often misunderstood, phase of the customer lifecycle. This article will level-up your understanding of Customer Onboarding.

Eliminate Churn Forever in 5 Simple Steps

Churn… ya boring. Yawn. Time to move on. I’m so over talking about churn and if you really understand what Customer Success is all about, you should be, too. Churn is so easy to get rid of… you just have to do five simple things. If churn is a problem for you, this post will […]

Customer Success: The Lost Art of Churn Reason Analysis

Why do customers churn? If you can’t answer this accurately, you’ll never be able to prevent future churn. This guide will help you do just that.

Customer Success: How to Quantify the Impact of Bad-fit Customers

What’s the cost of Bad-fit Customers? This post takes your intuition that Bad-fit customers are bad for business and helps you prove it.

Customer Onboarding: How to Design and Implement an Effective Onboarding Process

Customer Onboarding is a widely discussed, yet often misunderstood, phase of the customer lifecycle. This article will level-up your understanding of Customer Onboarding.

Designing a Sales-to-CSM Handoff that Actually Works

The Sales to CSM Handoff is one of the most critical parts of our relationship with the customer and the most likely to be messed-up.

What is a good SaaS Churn Rate?

What is a good SaaS Churn rate? The easy answer is as low as possible. But there’s more to it; that’s what this post is for.

Achieve Exponential Growth by Focusing on CAC Efficiency

If you can convert more customers, faster, AND increase what they pay you initially, you’re on your way to much improved CAC efficiency.

TTFV as a Sales KPI to Drive Engagement and Expansion

Time to First Value (TTFV) is a commonly used Customer Engagement metric to measure the efficiency of the customer Onboarding process, but not generally a Sales KPI. But it should be.

Time to First Value (TTFV) is a Customer Onboarding Goal

Time to First Value (TTFV) is a commonly used Customer Engagement metric to measure the efficiency of Onboarding.

Customer Onboarding: AHA! or WTF?

You think the AHA! Moment during Customer Onboarding is a positive thing. But it’s not.

Emotional Disconnect During Customer Onboarding

Emotional disconnect during Customer Onboarding is also known as “why your onboarding sucks.”

Bad Sales Handoffs Cause Customers to Ghost During Onboarding

Customers ghosting you during onboarding comes up from time to time… you’ve probably experienced it yourself. Lets bust these ghosts.

How to Know if Customers are Actually Ghosting you

If there truly is a logical reason for the customer to communicate with you, and they aren’t, then they really are ghosting you and you need to do something to restart communication with them.

Why Customers Ghost you

When there is a legitimate reason for a customer to interact with you – based on helping them to get value from their relationship with you – but they are not… we say, in the parlance of our times, that they’re ghosting you.

The Basics of Customer Onboarding

Onboarding is perhaps the most critical phase in the customer journey and is too important to just slap together and hope it works.

Success Potential: Real Customer Success Starts Here

Customer Success starts by acquiring customers that have Success Potential and understanding what that is starts with this post.

Account Expansion: How to Upsell Unsuccessful Customers

Getting your customers to buy more from you is awesome. Remember, you’re in business here and getting customers you’ve already spent money to acquire and serve to then expand their relationship with you – giving you more revenue – just seems like a super-efficient way to grow. And it is. But if you think for […]

Customer Growth: Why Lack Of Expansion Is A Really Bad Sign

Customers buying more from you is awesome. I mean, you’re in business here and getting customers you’ve already acquired to expand their relationship with you just seems like a super-efficient way to grow. And it is. So when you have customers that don’t expand their relationship with you, it’s obvious that this is less-than-ideal revenue-wise. […]

Account Expansion: If You Want To Grow Fast, Do This…

If you want to grow fast, don’t do what most companies do! When most companies want to eke out some quick incremental growth, they’ll often have their sales people turn to their existing customer base to make some sales. After all, you have a captive audience that you can sell to with little to no […]

Customer Growth: Upselling Hurts Trust (When You Do It Wrong)

When it comes to Customer Growth or Account Expansion (upselling & cross-selling), I assumed people knew that… …you don’t have to hurt the relationship with your customer to hit your numbers. …it doesn’t have to be a difficult slog that you struggle through to barely hit your numbers. …giving CSMs or other non-sales people a […]

Customer Growth: The Difference between Sales and Expansion

If you missed it, I’m done talking about churn. If you have a churn problem, read this post and follow my directions. Churn won’t be an issue for you anymore. Now we can move onto GROWTH! And the first order of business is understanding the difference between Sales and Expansion and why knowing the difference […]

Introducing the BEAST Message Framework for Customer Engagement

Let’s talk about Customer Engagement, specifically one part of the Communication Model, which is my BEAST Message Framework for creating messages that actually engage customers. It’s really interesting that we communicate all day long – with our friends, with our peers, with our customers – but when was the last time you actually thought about […]

Introducing the Customer Engagement Communication Model

Let’s talk about Customer Engagement, specifically the Communication Model. We communicate every day, all day. We communicate with friends, family, co-workers, industry peers, customers, vendors, celebrities, trolls, politicians, restaurants, airlines, etc., every day. We communicate more today than we ever had in the history of the world, and tomorrow, we’ll do it even more. Yet […]

Churn Classification Framework For Customer Success Management (2024 Update)

Customer Success is when your customers achieve their Desired Outcome through their relationship with your company, leading them to stay longer, buy more, and advocate for you. If you focus on Customer Success, churn will not be an issue. At least in theory. To take that from a simple theory to your Operating Model, you […]

Customer Success and Sales: Why the Latter determines the Former

Sales is part of Customer Success. Like it or not. No, I don’t mean the Sales organization should report to the Customer Success Management org. I mean that Customer Success as an Operating Philosophy, as a way of doing business, includes sales. It includes marketing, product, support, etc, too. It’s critical to understand that Customer […]

Appropriate Experience is Required for Customer Success

Customer Success is when your customers achieve their Desired Outcome through their interactions with your company. As I’ve said before, Customer Success as a concept is very simple. Don’t overthink it. But I always have to unpack one piece of that definition and that’s Desired Outcome, or what your customers need to achieve (their Required […]

What Are The Best Customer Success KPIs?

As you can probably imagine, I’m asked all the time what the best Customer Success KPIs are. What metrics should you use to know if your Customer Success initiative is working. Here’s the deal. I’m not an analyst… I’m a consultant. Companies hire me to help them rapidly acquire good-fit customers, keep those customers longer, […]

You Can’t Solve Upstream Problems Down Stream

When it comes to Customer Success, I’ve seen a lot of things. I’ve seen what works (and what works REALLY works… it’s amazing). Unfortunately, I’ve also seen what doesn’t work. A lot. In 2017 I heard “Customer Success doesn’t work” way more than I ever expected. The main reason I saw for Customer Success “not […]

Customer Success is a Simple Concept (Don’t Overthink It)

Customer Success is a very simple concept that you’ll really want to overthink. Resist the urge. The beauty of this concept is in its simplicity. Implementation is another story, though. But the concept is simple. My definition of Customer Success has evolved as my understanding of Customer Success has evolved. The definition of Customer Success […]

Customer Success can’t fit into Existing Frameworks

I’ve been battling more and more misconceptions when it comes to Customer Success than the fewer that I expected. I assumed as Customer Success became more well-received, moved more into the mainstream, and simply became more common that we’d all agree more on things… not less. I was wrong. I was WAY wrong.

Those aren’t Problems. Those are Customers!

I work with companies around the world as a Customer Success consultant, I speak at events, and I do workshops. I’m constantly teaching others about Customer Success. And even more, I’m constantly learning. My understanding of Customer Success is constantly evolving. As I am exposed to what’s working – and what’s not – both at […]