20min chapter

Code Story cover image

Replay - Matt Pierce, Immediate

Code Story

CHAPTER

Building a Customer Success Model

This chapter explores the journey of developing a scalable customer success model while securing funding and attracting customers. It highlights the importance of overstaffing the customer success team, the value of data-driven decision-making, and learning from mistakes to refine business strategies. The speaker reflects on their mission to improve financial solutions for families and shares insights on leadership and preparing for future growth.

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