CSM Practice - The Customer Success Podcast

Send us a textHow can improving customer health scores increase renewal probability by 30%? This is crucial for business executives as it directly impacts customer retention, revenue growth, and the ability to forecast churn. Understanding and leveraging health scores allows executives to implement proactive engagement strategies, ultimately leading to a more robust and successful customer success program.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Discover methods to identify red flags early and engage customers proactively to prevent churn and ensure long-term satisfaction.- Understand how accurate health scoring can help forecast renewals and provide visibility into future revenue, allowing for better strategic planning.- Insights on the importance of cross-departmental buy-in, especially from product and sales teams, to ensure the success of health score initiatives.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Tyler has spent the last 10 years building technical Customer Success programs from scratch. He specializes in getting Seed Round or Series A company’s Customer Success programs off the ground. Tyler is both directly engaged with customers and supporting a team of 3 Customer Success Engineers in his current role. 🔗 You may connect with Tyler via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: The Outcome Generation🎙️ Listen: What Now? With Trevor Noah🎙️ Listen: No Laying Up 👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 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. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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

Dillon Young, founder and CEO of Lifetime Value Media, is a seasoned Customer Success expert focused on improving retention. He reveals a three-pronged strategy that boosted a company’s retention from 83% to 98% in just 90 days. Dillon discusses the importance of crafting detailed success plans and asking insightful questions to facilitate renewals. He also shares how integrating simple Salesforce fields for sentiment analysis can refine customer insights and strengthen proactive strategies, driving meaningful engagement and reducing churn.

Send us a textUnlock the secrets to successful career transitions into Customer Success! In this episode of the CSM Practice podcast, we explore how individuals with no prior experience can thrive as Customer Success Managers (CSMs). Discover actionable insights on training, onboarding, and the essential skills needed for success.𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Effective strategies for training new CSMs from non-traditional backgrounds- The importance of empathy and soft skills in Customer Success- Best practices for creating a robust CSM onboarding program𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Hanene Duprat founded Rise International to provide hands-on Customer Success expertise to businesses worldwide, focusing on satisfaction, retention, and growth. With over 15 years of experience in the B2B digital and SaaS sectors, she also specializes in career coaching for aspiring Customer Success Managers, equipping them with the skills to excel in their roles.🔗 You may connect with Hanene via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Strengths Based Leadership📑 Read: Essentialism🎙️Listen: CSMS and Co Podcast🎙️Listen: Do It Yourself Podcast👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 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. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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

Varda Tirosh, Chief Customer Officer at Optimove and a leading figure in customer success methodologies, shares her innovative strategies for reducing churn. She discusses the importance of deep customer engagement and data in retention efforts. Varda emphasizes a multifaceted approach that combines positive customer experiences with product quality. She also highlights the necessity of transparency and communication in navigating client relationships, and the value of external data tools to enhance customer insights.

Send us a textIn this interview, Dannah Vaughan, Director of Customer Success at Apty, shares with us her strategies in increasing survey response rates. She implemented innovative techniques that not only QUADRUPLED response rates, but also enhanced customer engagement and operational efficiency. Dive into this session to uncover the secrets behind her success!Click here to watch the episode on YouTube𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Effective, actionable strategies for significantly increasing survey response rates.- Utilizing improved survey feedback to drive product development and enhance customer satisfaction.- The importance of a customer-centric culture for operational efficiency and customer success.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Throughout her career, Dannah Vaughan has been leading and scaling global customer success teams, demonstrating dedication to excellence in the field. In the wake of a professional layoff, Dannah channeled her passion and expertise into founding The Rebels of SaaS Podcast, a platform aimed at advancing the SaaS industry through positive disruption. Her efforts are focused on driving growth and retaining revenue, embodying her commitment to not just navigate the future of SaaS with innovative strategies and insights.🔗 You may connect with Dannah Vaughan via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: “How Will You Measure Your Life?” By Clayton Christensen🎥 Watch: Why You NEED NPS Surveys!⏬ Check Out: Brené Brown 👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 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. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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

Send us a textHow can businesses build and optimize customer success practices in the digital age? Alex Turkovic, Director of Global Customer Success at Flexera (formerly known as Snow Software), answers all of your questions about digital customer success in this episode! Delve into innovative strategies, tactical automation, and impactful insights as Alex shares his expertise in steering customer success programs to new heights.Click here to watch the episode on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Unveil how Alex spearheaded a comprehensive digital Customer Success program at Flexera, revolutionizing customer interactions.- Discover success stories as Alex details automation implementation, bridging high-touch and low-touch segments for a seamless customer journey.- Gain valuable insights on forecasting accuracy, churn mitigation, and enhanced customer satisfaction through data-driven strategies employed by Alex Turkovic. 𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Meet Alex Turkovic, a leader with over 15 years of expertise in customer success leadership, professional services, and customer education. As the previous Director of Customer Lifecycle at Snow Software, Alex merges digital and scaled customer success strategies with educational initiatives to optimize customer lifecycle engagement and drive impactful outcomes. 🔗 Connect with Alex via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: How To Get Your CS Tech Stack in Order🎥 Watch: How Did Digital CS Skyrocket Talroo’s Growth?🎙️Listen: Digital CS Podcast by Alex Turkovic 👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 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. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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

In this engaging discussion, Johan Nilsson, a Swedish tech entrepreneur and CEO of Startdeliver, shares his insights on enhancing net retention rates. He reveals transformative strategies that helped his company thrive in a competitive landscape. Johan emphasizes the significance of nurturing company culture and investing in proactive customer support over simply acquiring new customers. He also discusses the evolution of onboarding processes, aligning team structures, and the critical role of customer success for startups aiming for sustainable growth.

Ifat Lev, a Customer Success Management (CSM) expert with over 25 years in advanced tech, shares invaluable insights on becoming a top-tier CSM. She discusses defining measurable success criteria to improve outcomes and aligning business objectives with customer goals. Ifat emphasizes the importance of structured value-driven frameworks, enhancing customer conversations to focus on business outcomes, and preparing for client meetings with tailored success plans. Her expertise offers practical strategies for delivering exceptional customer value.

Send us a textHave you implemented a Customer Champion program yet? Andrea Galvez, VP of Client Success at Lionize, shares her expert insights on driving growth through enhanced client engagement with her Customer Champion program. In this must-watch episode, Andrea discusses the pivotal role of engagement strategies, her innovative approaches to reducing churn, and how these efforts have propelled Lionize to new heights.Click here to watch the video on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Andrea unveils her blueprint for deepening client relationships and driving loyalty.- Discover Andrea's tactics for keeping customer satisfaction high and churn rates low.- Learn how Lionize leverages client feedback to refine and improve their offerings.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Andrea Galvez is a revenue leader and currently VP of Client Success at Lionize.ai. Last year she received an honorable mention for 2023 Customer Success Leader of the Year at the Customer Success Excellence Awards (Americas). She has owned the entire post-sales journey, leading teams up to 35, and thrives in the chaos of early-stage startups.🔗 You may connect with Andrea via LinkedIn: https://www.linkedin.com/in/agalvez/𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Building a Proactive Data Driven Customer Success Engagementhttps://www.csmpractice.com/building-a-proactive-data-driven-customer-success-engagement/ 🎥 Watch: Boost Customer Engagement with This 8-Step Process!https://youtu.be/wQ56OehMfC4⏬ Download: 10 Rules to Building Trust with Clientshttps://www.csmpractice.com/trusted-advisor-infographic👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 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. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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

Rachel Stanley, a Customer Success leader at Banzai with over a decade of SaaS experience, shares her insights on driving a remarkable 20% increase in Net Retention Rate. She discusses the OGSMT framework and its role in facilitating cohesive cross-functional teams. Rachel reveals specific tactics like personalized onboarding and dedicated CSMs that not only boosted customer satisfaction but also enhanced company morale. The strategies led to significant improvements in engagement and ultimately positioned Banzai for a successful public offering.