CSMs can envision the situations they may face in a customer discussion and prepare ahead of time.
We can have a plan in to place for what we should know, what we should do and how we will act to help have a valuable discussion with our customers.
Get Up to Speed Fast as a Customer Success Manager
Having a method to get up to speed fast on our customer’s situation can help us bring value to our discussion while being efficient with our time.
How to Apply the Secrets of Advertising Traffic Management to CSM Time Management
Customer Success Managers can use strategies like planning our day, allocating our resources and monitoring status to help deliver outcomes to our customers.
Customer Success Managers: Control What You Can Control
CSMs can apply the idea of “control what we can control” when we focus on what’s in our power to change and let go of what’s not in our power to change.
Customer Success Management: Opportunities for the Curious
Customer Success Managers have an opportunity to embrace curiosity with our clients.
Customer Success Management and the Chevy Silverado (7 Ways CSMs Can Be Like a Rock for Our Customers)
CSMs can be someone our customers can count on.
Atomic Habits Part 3: What Breaking Bad Habits Can Teach Us About Customer Success
Studying how to eliminate bad habits can provide CSMs with ideas on how to build processes to help struggling customers.
Atomic Habits Part 2: How CSMs Can Make It Easier to Get Results from Our Product
Atomic Habits’ Four Laws of Behavior Change can give CSMs ideas on how to guide our customers to results.
How Atomic Habits Can Help Customers Achieve Results
The book Atomic Habits shows you how to achieve remarkable results with tiny changes. What are some ways we can use Atomic Habits with our customers to achieve results?
CSM Attitude Plays: 5 Uncommon Metrics to Track for Success
Former Villanova basketball coach Jay Wright charted attitude plays with his team. How could attitude plays apply to our role as CSMs?