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CSM Practice - The Customer Success Podcast

Latest episodes

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May 16, 2025 • 32min

How To Personalize The Onboarding Experience For Different Customer Segments

Send us a textStruggling with customer onboarding? See how one company transformed its approach and achieved record-breaking success.In this interview on CSM Practice, Irit Eizips sits down with Raman Bindra, a three-time CS Creative Award winner and a top customer success influencer nominee. In just 10 months, his team revamped their onboarding strategy, leading to significant improvements in customer engagement and retention.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How a structured onboarding process led to a 45% increase in product adoption- The impact of segmentation and personalization on a 30% rise in customer retention- Strategies that helped achieve a 4.8/5 CSAT score and reduced churn𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Raman Bindra, a results-oriented customer success leader with over 14 years of experience, currently serves as the Director of Customer Success at Recruiterflow, where he specializes in building and scaling processes to foster long-term client relationships. A strong advocate for data-driven decision-making, he is dedicated to enhancing the customer experience and setting high standards for exceptional customer satisfaction.🔗 You may connect with Raman via LinkedIn#CustomerSuccess #ProductAdoption #SaaSGrowth #CustomerRetention 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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May 2, 2025 • 36min

How Emerson Increased Renewals with a ScaledCS engagement

Send us a textIs digital customer success only for small clients? Think again!Irit Eizips sits down with Tiffany Morin, Director of Customer Success and Renewals at Emerson Test and Measurement, to uncover how her team successfully implemented digital customer success at an enterprise level—resulting in quadrupled engagement!Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How digital engagement scales CS efforts across all customer segments- The enterprise CS model she implemented to drive customer success- How in-app messaging, webinars, and user groups transformed engagement𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Tiffany Morin is a dynamic and results-driven leader who has a unique blend of confidence, competence, and compassion. She excels at driving scalable CS strategies, enhancing customer engagement, and delivering impactful business outcomes.🔗 You may connect with Tiffany via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: How to Scale Your Customer Success Team🎥 Watch: Digital CS - A New Era of Engagement⏬ Download: How to Level Up Your CS Strategy 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Apr 25, 2025 • 31min

Data-Driven Strategies That Turn Chaos into Wins

Jen Jackson, a customer success leader with over 20 years of experience, reveals how data-driven strategies can revolutionize customer engagement. She discusses turning fragmented data into actionable insights, leading to a 10% reduction in churn. Jen emphasizes the importance of segmentation models and data consolidation tools like Gainsight for refining engagement strategies. She advocates for a people-first culture and highlights the significance of interdepartmental collaboration to boost retention and customer satisfaction in scalable operations.
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Apr 18, 2025 • 41min

Scalable Adoption Strategies to BOOST Customer Success in 2025

Send us a textAre you struggling to get users to adopt your product’s features and drive real engagement?In this interview of CSM Practice, David Kahn from SAP, a seasoned expert with over 25 years of experience in transformation initiatives and product adoption strategies, shares his proven framework for increasing user adoption within traditional organizations and how his team drives meaningful results at SAP.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - The step-by-step framework SAP uses to assess user adoption challenges and drive scalable solutions.- How to overcome cross-functional alignment issues and rally internal teams around adoption goals.- Proven methods to track and measure adoption success, from feature utilization to business impact.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓With over 25 years of experience in transformation services, Go-To-Market strategies, and customer success operations, David drives exceptional customer experiences, solution adoption, value realization, and renewals for SAP ERP, Supply Chain, and Finance Solutions. Beginning his career in Supply Chain Consulting at PwC/IBM, he later joined the inventory optimization startup SmartOps, where he focused on customer retention and value realization until its acquisition by SAP in 2013.🔗 You may connect with David via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Success Case🎥 Watch: How To Drive Higher User Adoption⏬ Download: Handling Code Red Situations 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Apr 11, 2025 • 39min

Building a Customer Success Team from Scratch!

Send us a textCan you build a customer success team from scratch in just 12 months?In this interview of the CSM Practice Podcast, Irit Eizips and Mariana Nikolova reveal the secrets behind transforming a legacy tech organization by establishing a best-in-class customer success team.𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 The foundational steps that ensured success, including the critical role of a CS charterHow a structured, phased approach turned challenges into growth opportunitiesReal-world results: millions in incremental revenue and improved customer satisfaction𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Mariana is a seasoned professional with over 15 years of experience in management consulting and strategy execution, focusing on business transformation to drive scale, profitable growth and enhanced customer experience. She has a strong track record of improving performance for Fortune 500 companies in the technology and services sectors, bringing expertise in organizational design, strategic initiatives, and post-sales transformation. Mariana holds an MBA from the University of Michigan and has held key roles with Kearney, Dell, and HERE Technologies. 🔗 You may connect with Mariana via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: The Magic of Cross-Functional Communication in CS🎥 Watch: Is Customer Success a Function or a Strategy?⏬ Download: CSM Profiles Infographic 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Apr 4, 2025 • 33min

Why Giving Renewals to CSMs Works (and How It Can for You Too)

Ephrat Peled, Head of Customer Success at Bring, shares her expertise on innovating renewal processes. She reveals how transferring renewal responsibilities to CSMs boosted accuracy from 80% to 100% and elevated customer satisfaction by 5 points. Ephrat discusses the strategic steps necessary to empower CSMs, even for complex enterprise accounts, highlighting the transformation of their roles into trusted advisors. Get ready to rethink renewal management and learn new approaches to enhance customer relationships!
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Mar 28, 2025 • 31min

From Metrics to Meaning: How Data Stories Save Accounts

Send us a textAre your traditional usage metrics failing to prove your product’s value? Creating data stories could save your accounts!In this interview, Robin Leathers shares her groundbreaking approach to leveraging usage data creatively. Learn how her team transformed renewal conversations and saved high-value accounts, even under challenging circumstances.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How to craft data stories that resonate with executives- Shifting from traditional metrics to engagement-focused insights- The game-changing impact of aligning internal and external conversations𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Robin Leathers is a seasoned professional with a rich background in customer success and strategic leadership. Most recently, she served as the Head of Customer Experience at a leading biotech intelligence company, where she spearheaded innovative strategies to uncover hidden value for clients. Throughout her career, Robin has worked across diverse industries, from sales to customer success, helping organizations quantify their impact. Whether leveraging straightforward ROI calculators or employing nuanced approaches to drive strategic direction, Robin has consistently delivered measurable value and transformative results for her teams and clients.🔗 You may connect with Robin via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Customer Retention During a Slow Economy🎥 Watch: Role of Data in CS⏬ Download: Renewal Market Trends 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Mar 21, 2025 • 26min

Lessons from a Customer Success Professional for Higher CSAT

Send us a textWhat’s the secret to a 33% CSAT boost?Irit Eizips sits down with Daniel Oberes, Head of Operations at Snappr, to uncover how he redefined their customer success strategy. With a proven track record of transforming businesses, Daniel shares powerful tactics and actionable advice to help you achieve similar results.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - The key changes that helped Snappr raise their CSAT from 3.9 to 4.6- Why redefining team incentives can transform customer experiences- How to balance quick wins with long-term success strategies𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Former CSM Practice consultant - we go way back with Customer Success Operations.With over 20 years in Customer Success and Operations, Daniel loves leading transformation - he helped Blackberry in their transition from a hardware business to a SaaS business, he helped People.ai and ClickUp transform their GTM motion up market.Daniel is now an executive leading sales, services, and support functions at Snappr.🔗 You may connect with Daniel via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Key Saas Metrics That Matter🎥 Watch: CS Strategy Assessment⏬ Download: CS Acronyms You Need to Know 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Mar 14, 2025 • 37min

Building Success Plans Your Customers Can’t Live Without

Send us a textWhat makes a success plan truly impactful? Jason Seals, a Director of Customer Success, uncovers the magic behind creating success plans that excite customers, drive value, and boost net retention rates. Learn how to move beyond basic project plans and align your strategy with what your customers can't live without!Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - The critical difference between success plans and project plans – and why it matters- How to tie customer goals to CEO-level objectives for maximum impact- Strategies for creating consistent, high-quality success plans across your team𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Jason has been a customer success leader for 10 years. Sales and operations in the tech industry is where he grew his early career. Roles at TSIA and other consulting experience has given him a broad, deep look at the customer success organizations at hundreds of startups and fortune 100 companies. 🔗 You may connect with Jason Seals via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: CSM Capabilities Model🎥 Watch: How to Create Success Plans That DON’T SUCK⏬ Download: Success Plan Template 👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
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Mar 7, 2025 • 21min

Handwritten Notes: A Simple Way to Make Customers Feel Valued

Send us a textWhat if a simple handwritten note could turn a frustrated customer into a lifelong advocate? In this interview, David Wachs, the founder of Handwrytten, a company revolutionizing how businesses connect with customers through personalized, handwritten notes, shares how his approach has helped companies boost customer retention, create emotional connections, and turn mistakes into opportunities for deeper loyalty.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How handwritten notes create emotional connections with customers- Real examples of companies using this strategy to increase customer lifetime value- Practical tips on implementing thoughtful outreach in your customer journey𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓A proven entrepreneur, David's latest venture, Handwrytten, provides scalable, robotic solutions that write your notes in pen. Used by businesses in all industries and nonprofits, Handwrytten changes the way brands and people connect.🔗 You may connect with David via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Connection Between Customer Lifetime Value and Retention🎥 Watch: Implementing the Experts Success Strategy⏬ Download: 10 Rules to Building Trust with Clients👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice

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