Members-only Email Case study participation email template A ready-made outreach message designed to invite satisfied customers to share their success stories....
Members-only Product adoption Manual vs. automated adoption How to strike the right balance CSMs know that the true measure of success is whether that customer adopts the product and finds value quickly. But how should adoption be driven? Should CS teams continue to rely on manual, relationship-driven efforts or shift toward automation and data-driven workflows to scale?...
Members-only Membership content Speaking the language of the C-suite Discover 10 principles to shape customer-centric mindsets, balance growth with trust, and speak the C-suite’s language....
Members-only Customer experience What makes a customer successful? Your one-stop guide After many years in customer experience and success – working with startups, Fortune 500s, and everything in between – I can tell you that making a customer “successful” is about far more than answering their emails quickly or resolving the occasional support ticket....
Members-only Customer engagement Pioneering digital-first customer success In a realm where customer relationships and strategic engagements are paramount, the evolution of CS has been both a challenge and an adventure, shaping and reshaping the way we interact with and deliver value to our customers....
Members-only CS strategy Strategic planning template A structured framework for setting long-term objectives, aligning teams, and identifying the tactics needed to achieve measurable business goals....
Members-only Revenue generation How a CCO transformed CX into a revenue powerhouse We’re at a tipping point. Capital is more expensive than it’s been in years. Global supply chains are strained, cyber threats are rising, and geopolitical uncertainty is introducing volatility into nearly every sector. In short, growing a business has never been more complex – or more urgent....
Members-only Metrics and data How high-performing leaders measure what matters In a leadership role, I’m often asked how we measure impact, drive value, and stay proactive in a highly fluid role. I’ll admit, these aren’t always easy questions to answer, but they’re the right ones....
Members-only Premium Requesting a review email templates A ready-made communication framework designed to help you confidently ask your customers to share their experiences, without the awkwardness....
Members-only Premium How to use AI to build customer stories that drive revenue Build a scalable, AI-powered customer storytelling system that boosts retention, fuels revenue, and gets buy-in in just 24 hours....
Members-only Metrics and data The perils of poor customer data hygiene (and how you can prevent it) It’s a sinking feeling you’re probably trying to ignore. That little voice in your head going: “Our data might be… a bit of a mess”? Hate to break it to you, but it’s probably right. In fact, 70% of revenue leaders lack confidence in their CRM data....
Members-only Metrics and data How to get your CEO to notice your customer success team Your CEO cares about one thing: numbers that directly impact the company's financial health and long-term survival. That means metrics that make sense to people who live and breathe revenue numbers. “The love language of the company is revenue,” according to Rav Dhaliwal....
Members-only Premium Customer health score calculator A practical, data-driven template that helps customer success teams monitor the well-being of their customer accounts....
Members-only Premium Choosing the right engagement model for your customers Discover a proven engagement model that drives outcomes, deepens trust, and turns customer success from reactive to strategic....
Members-only Revenue generation The customer success leader’s guide to strategic negotiations You didn’t sign up to sell, but now… well, you own revenue. CS leaders must now rethink how they approach metrics, performance, and, critically, negotiation. What used to be a sales-led conversation is increasingly in CS’s hands....