With so much to handle when you’re running an agency or working as a consultant, Customer Success is probably not top of mind when you’re working day to day in your business. Customer Success is still a fairly new concept and best practices are being revised and introduced all of the time. On top of […]
MRR
Build a Customer Success Dashboard (without Coding)
Guest Post Measuring Customer Success key metrics is an important requirement for establishing a Customer Success function in your business. The best way to keep track of Customer Success metrics is to build a dashboard. In the following, we’ll take a look at how to build a Customer Success Dashboard and see your data without […]
Automating your customer retention
Today I want to share a bit about how we can use automation for some of the tasks that we tackle in Customer Success and how we can use automation for customer retention. As customer success people, our role is to not confuse our customers and to make sure that they have a smooth experience […]
How CSM’s can increase MRR by utilizing an affiliate program
An affiliate program is a great way to allow your current customers a way to refer people they know to your business. This post won’t walk you through how to set up an affiliate program, I recommend checking out this post if you’re looking for an affiliate plugin recommendation. Here, I’m going to focus on […]
When do you need to create a Customer Success team?
Customer Success isn’t Customer Support. So, although you may be providing a service and supporting your clients with issues and challenges while they’re using your product or service, that’s different from the objectives of Customer Success. A support team will work reactively and support clients through product and service-related problems and challenges. This might be […]