Mutual engagement plans, particularly CS-led mutual engagement plans can be very impactful when it comes to moving the needle forward and creating lasting partnerships with you and your customers.

Mutual engagement plans provide concrete and quantifiable evidence of all the work you and your stakeholders have been able to accomplish – even better if they’re led by customer success.

When I first started as a Customer Success Manager (CSM), one of the most challenging parts was identifying up-sell opportunities to grow current clients. There’s no doubt that there are so many different upselling techniques.