The Customer Success Pro Podcast

Transforming Customer Success: From Reactive to Proactive

May 21, 2025
Discover how to transform customer success strategies from reactive to proactive. Learn to define success through the customer's eyes and map their journey effectively. Automation of touchpoints is discussed for boosting efficiency, while a risk and opportunity framework ensures ongoing engagement. Regular strategy reviews are emphasized for sustained improvement. Gain actionable insights to enhance your skills and drive exceptional customer outcomes!
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INSIGHT

Reactive vs Proactive CS

  • Reactive customer success leads to surprise churn and overwhelmed teams.
  • Proactive customer success predicts, plans, and puts teams in control.
ADVICE

Define Success by Asking Customers

  • Define customer success metrics by directly asking customers about their milestones.
  • Avoid assumptions; verify success outcomes at 30, 60, and 90 days.
ADVICE

Map Customer Journey Plan

  • Map a clear success plan including onboarding, adoption, renewal, and expansion.
  • Identify triggers for outreach, risks, and upsell opportunities along the journey.
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