The Customer Success Pro Podcast

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/csproIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Cara Benecke, the Head of Customer Success and Support at Workflex. They discuss the critical importance of building a customer onboarding program from scratch, the challenges faced in establishing customer success as a revenue driver, and the significance of creating 'wow moments' during onboarding. Kara shares her insights on how to effectively engage customers, the necessity of understanding their needs, and the importance of feedback in refining onboarding processes. The conversation emphasizes the need for customer success teams to be proactive, data-driven, and customer-centric in their approach to onboarding and retention.Chapters:00:00 Introduction to Customer Success and Onboarding03:34 Building Customer Success from Scratch11:39 Challenges in Building Customer Success22:51 The Importance of Onboarding35:36 Creating Wow Moments in Onboarding55:22 Key Takeaways for Building Onboarding ProgramsDownload The CS Pro freebies:https://thecustomersuccesspro.com/resourcesConnect with Anika Zubair: Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Cara Benecke:Linkedin: https://linkedin.com/in/cara-benecke/Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

Anika Zubair shares her inspiring journey from Customer Success Manager to Vice President in just seven years. She highlights common pitfalls that keep professionals stuck, like relying on tenure and avoiding risk. Anika encourages embracing leadership roles early and seeking environments that foster growth. She stresses the importance of visibility and self-promotion using tools like the CS Promotion Tracker. Listeners are challenged to identify bold career moves and understand that tangible proof of impact is key to advancing in their careers.

The first 90 days of a customer's journey are crucial for ensuring long-term success and adoption. Common pitfalls include an overemphasis on features rather than focusing on positive outcomes. A personalized approach to onboarding can greatly enhance customer satisfaction and retention. The podcast outlines a playbook for driving adoption while encouraging customer success managers to understand specific customer needs. Anika also shares personal insights and finishes with a practical challenge for listeners to implement these strategies effectively.

In this engaging discussion, Chad Horenfeldt, VP of Customer Success at Sienna AI and author of 'The Strategic Customer Success Manager,' shares insights from his two decades of experience. He emphasizes shifting from traditional roles to a strategic focus on business outcomes. Chad introduces frameworks like ACE and the 3C framework for effective customer conversations. He also outlines the importance of measurable success plans and the SOON funnel in driving customer success while advocating for a proactive mindset among CSMs.

Delve into the art of managing product delays and preserving customer trust. Discover how setbacks aren't just timeline hiccups but can jeopardize relationships. Learn about the missteps Customer Success Managers often make and the proactive strategies to rectify them. Transparency and open communication are key themes, as they help rebuild trust. Plus, find out how to reframe value narratives to maintain strong partnerships, even in tough times!

Explore the pitfalls customer success leaders often face and discover effective strategies to avoid them. Learn how aligning success with revenue can transform your approach. Anika Zubair emphasizes the importance of building strong teams and defining measurable success metrics. She shares personal insights on delegation and coaching to empower performance. The conversation wraps up with the need for leaders to reflect on their practices and enhance their effectiveness in driving exceptional customer experiences.

Explore the art of building a customer-centric culture within companies. Discover common pitfalls that hinder success and learn how to foster cross-departmental collaboration. Gain actionable insights to empower teams and operationalize customer feedback effectively. Anika Zubair shares a relatable metaphor comparing the customer journey to a relay race, illustrating the power of teamwork in achieving customer success. Get ready to transform your organization by prioritizing customer outcomes!

Join the VIP Waitlist for RevUP: https://www.thecustomersuccesspro.com/revupIn this episode, Anika Zubair discusses the transition from customer service to customer success with Lena Therese Zimmerman, Head of Customer Experience at Do Instruct. They explore the importance of curiosity, team collaboration, and the need for a strategic approach in customer success. Lena shares her journey in transforming a reactive customer service team into proactive customer success managers, emphasizing the significance of aligning internal goals with customer success metrics. The conversation highlights the shift in mindset required to prioritize customer success over mere customer happiness, and the strategies for educating customers about the role of customer success managers. In this conversation, the speakers delve into the intricacies of customer success, focusing on the challenges faced during onboarding, the importance of empathy, and the need for effective communication. Chapters00:00 Introduction 02:52 Transitioning from Customer Service to Customer Success05:52 Understanding the Role of Customer Experience08:51 The Importance of Team Collaboration in Customer Success12:07 Curiosity as a Key Trait in Customer Success15:02 Transforming Reactive Teams into Strategic Partners18:11 Aligning Internal Goals with Customer Success21:10 The Shift from Customer Happiness to Customer Success23:53 Educating Customers on the Role of Customer Success28:38 Understanding Customer Fears and Onboarding Challenges31:38 Empathy in Customer Success33:02 Overcoming Customer Hesitation34:32 Communicating Effectively During Onboarding36:09 Setting Expectations: The Importance of Honesty39:33 The Balance of Saying No: Guiding Customers to Success41:00 Collaboration Between Sales and Customer Success43:40 Transitioning from Support to Strategic Advisor47:59 Lessons Learned: Shifting from Service to Revenue Focus51:25 The Future of Customer Success: Embracing AI52:59 Changing Perceptions of Customer SuccessConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Lena Theres Zimmermann:Linkedin: https://www.linkedin.com/in/lena-theres-zimmermann/Lena Zimmermann is Head of Customer Experience at doinstruct, a fast-growing Compliance Tech startup. With over 7.5 years of experience in SaaS, she has led Customer Success teams across DACH and BENELUX, helping companies create meaningful, long-term customer relationships.Lena is passionate about turning Customer Success into a strategic growth lever — especially in contexts where customer bases are more traditional and starting their digital transformation. Her leadership approach blends structure with empathy, enabling scalable processes that support retention, adoption, and Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

The CS Promotion Tracker: https://www.thecustomersuccesspro.com/offers/wh6BFvEc?coupon_code=PODCAST50In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of taking charge of one's career development in customer success. She discusses the necessity of creating a personal development plan, identifying skills gaps, and proactively tracking accomplishments to secure promotions. Anika outlines common mistakes professionals make in their career growth and provides actionable steps to build a successful career trajectory. The episode encourages listeners to prioritize their personal development and take ownership of their career paths.Chapters00:00 Taking Charge of Your Career Development07:52 Building Your Personal Development Plan14:51 Tracking Your Wins for Career Growth19:36 Recap and Action Steps for SuccessConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupSend Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

Active listening is a game-changer in customer success. Mistakes like listening to reply instead of understand can ruin relationships. The speaker offers practical strategies to enhance listening skills. Personal experiences illustrate how better listening leads to stronger connections and more revenue opportunities. This engaging discussion emphasizes that mastering active listening not only improves interactions but also drives success.