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Impact Weekly

Scaling Customer Success: High Impact vs Low Impact Activities

Jun 14, 2023
Explore the scalability of customer success management and building relationships without personal contact. Discuss the motivations behind removing personal contact, the role of technology in engagement strategies, the importance of human interaction, and effective strategies for scaling customer success while maintaining high-impact personal interactions.
23:32

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Quick takeaways

  • Building relationships and achieving customer success without personal contact can lead to negative outcomes.
  • To scale the CSM job effectively, prioritize high-impact activities while leveraging automation and self-service for less impactful tasks.

Deep dives

Scaling the CSM job and the importance of personal contact

Many customer success teams are contemplating whether it's possible to scale the CSM job and achieve customer success without personal contact. However, it's crucial to first understand the motivation behind wanting to minimize personal contact. Is it driven by cost-cutting measures or overcapacity? Or is it a customer preference? Building relationships and making customers successful without personal contact can lead to negative outcomes, such as reduced customer satisfaction, contraction at renewal, or even churn. It's important to note that while self-service tools like e-learning, product tours, or knowledge bases are helpful, they cannot replace the value of personal contact. Product-led growth is another concept often associated with scaling without personal contact, but it is essential to recognize that human engagement remains critical in successful product-led growth companies. To scale the CSM job effectively, focus on enhancing personal interactions and identifying areas that can be automated or self-serviced, such as providing videos or utilizing asynchronous communication. This approach allows for higher impact interactions, goal discovery, and leveraging joint accountability with customers.

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