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Journal

Customer success technology at early-stage B2B SaaS
If you'd like to join CS Leadership Office Hours please click here If you are looking for audio formats, subscribe to our Gain Grow Retain community podcast here RECAP There was a remarkably high degree of the participants using either Hubspot or Salesforce as their CRM. Salesforce was way more commonly used than I thought it would […] Learn More ›
Success plans at mature-stage B2B SaaS
If you'd like to join CS Leadership Office Hours please click here If you are looking for audio formats, subscribe to our Gain Grow Retain community podcast here RECAP Biggest questions on the mind of the group (I sourced this list at the beginning of the call so we knew where to focus and then we […] Learn More ›
Scaling customer success: how a RACI matrix can take you from chaos to seamless coordination
There’s an old saying that “a camel is a horse made by a committee,” suggesting that teams make a mess of things that individuals could handle just fine. Learn More ›
CSM capacity and resource planning
If you'd like to join CS Leadership Office Hours please click here If you are looking for audio formats, subscribe to our Gain Grow Retain community podcast here RECAP Buckets of work to consider that ties to a customer - who are you assigning to do the work in each?  Commercial Business Domain Technical Relationship Consider […] Learn More ›
Leading indicators for churn
If you'd like to join CS Leadership Office Hours please click here If you are looking for audio formats, subscribe to our Gain Grow Retain community podcast here RECAP What are the leading Indicators of churn that you're looking to Identify?   Relationship breadth Relationship quality Engagement (product, community, content) Industry / Use Case Fit Business […] Learn More ›
Sales Transition and Collaboration tools between Product & Customer Success
This community of diverse customer success leaders continues to grow - this week was an amazing representation of over 150+ leaders on the call to share their insights. One big takeaway from Peter Lyon: Don't let your children cut your hair. Learn More ›
New Strategies, CS Platform, Renewals
This week we had over 140 Customer Success Leaders exploring topics such as new engagement strategies, timing for customer success platforms and upcoming renewals. Learn More ›
Keep your CSMs 100% Accountable
Damien Howley, VP of Customer Success at Passport, brings forward his Commitment Scale, a tool he uses to keep his CSMs 100% accountable. Learn More ›
Changing metrics and strategies
With over 100+ leaders on the call the main topics to discuss were changing engagement strategies and how to adapt metrics for 2020 planning. Learn More ›
Contract flexibility options to discuss with your team
During Session 2 of CS Leadership Office Hours, the group opens up a new format to gather more opinions on contract flexibility during this pandemic. Learn More ›
Revisiting the 2019 KeyBanc Capital Markets SaaS Survey Results
KeyBanc released its 10th annual SaaS survey which was conducted in 2019 to provide useful operational and financial benchmarking data to executives and investors in SaaS companies. Learn More ›

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