AMA: Gainsight Director of Customer Success, Meenal Shukla on Customer Success 30 / 60 / 90 Day Plan
March 23 @ 10:00AM PT
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
I am assuming that given the size of the company, this question may be for the first hire in CS. First Month: Understand the company's product and services thoroughly. F...
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
As the Head of Customer Success in a startup that did not have Customer Success Managers before, your primary objective would be to establish a successful customer succes...
1575 Views
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If you're new to customer success, what's a good way to think about, contextualize, and approach a 30/60/90 plan if you've never done one before?
Also, are there any templates/resources you'd recommend as a jumping-off point?
Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
First 30 Days: Understand the lay of the land Understand the current state of Customer Success: Meet the Customer Success Team and know the team members. Understand th...
1277 Views
Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
Here are some steps you can take to create a strong 30/60/90 plan: Understand your role and goals: Before you start creating your plan, make sure you have a clear under...
1288 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
As a customer success professional and leader, you should ask the following questions during your one-on-ones with your cross-functional teams during your first month at ...
692 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
Here's a framework you can use to help prioritize: Assess the current state of customer success: Before you can prioritize needs and deliverables, you need to assess the...
1143 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
Scaling a customer success team beyond the first customer success manager requires careful planning and execution to ensure that the team can handle the increased workloa...
1172 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
(Please also see the framework proposed for 30-60-90 day plan). As a customer success leader, it's important to establish quick wins in your first 90 days to demonstrate ...
979 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
I am going to answer this question from the perspective of a Customer Success leader: How do you measure success in your role? What metrics do you use? (Understanding ho...
792 Views
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Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y
Surveys: Surveys are a popular way to gather feedback and needs from our customers. You can use surveys to ask specific questions about your products or services, custo...
1492 Views
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