

The Expansion Mindset: How Great CSMs Drive Growth Without Selling
7 snips Jun 18, 2025
Discover the evolving role of customer success in driving growth without the pressure of traditional sales. Embrace the expansion mindset by building trust and engaging meaningfully with customers. Learn to recognize key signals for upselling and navigate common pitfalls. Collaboration between customer success and sales teams is essential for unlocking new opportunities. Practical steps for fostering relationships and facilitating growth are shared, ensuring customer success professionals can add value while enhancing revenue.
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CS Pros Drive Growth Differently
- Customer Success professionals drive growth differently from salespeople by focusing on trust and outcomes.
- They are effectively salespeople in the revenue function, but without the sleazy tactics.
CS Owns Revenue Role
- Customer Success is now a revenue-driving role owning the customer relationship.
- CS professionals are often the first to identify expansion opportunities before sales teams.
Plant Expansion Seed Early
- Start planting the seed for expansion early during onboarding or regular calls.
- Keep momentum going instead of waiting until renewal or QBR to discuss growth.