Advocate Marketing Resources

Building Your Customer Success Strategy – One Step At A Time

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How will you help your customers succeed?

Knowing the answer to this question is critical to the growth and sustainability of your business, but it’s just as critical to understand that there is not a single answer to this question. An effective customer success strategy touches every aspect of the customer experience and affects the operations and culture of each function in your company. Customer success is not the result of a single mandate; it is the culmination of hundreds of small changes, all moving you toward a common goal.

But, how do you know which changes to make, and when?

The “formula” for customer success varies depending on your company’s maturity, resources, product, and customer life cycle, but the framework for developing your strategy is always the same.

  1. Assessing Your Situation
  2. Building Your Plan
  3. Implementing Your Plan

In this eBook, we will review each of these three phases, but first we’re going to look at exactly how customer success can help your business achieve and surpass its corporate goals and set itself up to fulfill its vision.

This in-depth eBook provides detailed advice and prescriptive practices from customer success leaders including:

  • Mike Grafham, former Head of Customer Success, Yammer
  • Mark Organ, Founder and CEO, Influitive
  • David Mitzenmacher, VP Customer Success, Kareo
  • Jason Lemkin, VC and SaaStr Advisor
  • Brandon Hickie, Market Strategy Manager, OpenView

This eBook has been written and provided by:

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