How to Design Your Customer Journey

Moving to a Partnership Kickoff Framework

Anatomy of a High Performing Health Score

Creating a Renewal and Forecasting Model

Architecting Your CS Interview Process

How to Execute a Customer Objectives Review (COR) Meeting that Executives Will Want to Attend

Executing Account Transitions that Excite Customers and Reduce Risk

Customer Offboarding and Exit Interviews to 

End On a High Note

Designing a Voice of Customer Program to 

Power Your Future

Designing Playbooks to Power 

Your Customer Journey

Customer Goals - How to Identify, Track 

and Achieve Them

Building, Launching and Managing A 

Customer Advisory Board

Customer Marketing Programs to Nurture Your Customers and Develop Advocates

Using Your NPS Campaign to 

Power Your Business

Designing Leverage Ratios for Your CS Team

Managing the Renewal Process from Start to Finish

Executing a Flexible Yet Repeatable 

Onboarding Framework

Designing a Scaled Customer Success Program That All Your Customers Will Benefit From

Launching a Customer Community Before 

You Think You’re Ready

Leveraging Product Usage and Adoption Data to Inform Your Customer Lifecycle Engagement

New CSM Onboarding - How to Get Your CSM Ramped without a Formal Training Team

Designing an Audit Process for Your 

Customers to Maximize Value

Creating a Customer Success Board Deck 

that Tells a Story

Internal QBR’s to Support Reflection, Planning and Action to Drive the Right Outcomes

Zooming into the Right Data to Uncover Risk Themes to Tackle Strategically

Designing an Effective Product Feedback Loop to Drive Innovation for Customers