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What are some examples of "quick wins" you should aim for in the first 90 days?

Rebecca Warren
Rebecca Warren
Eightfold Director, Customer SuccessJanuary 17

These might be more generic than what you are looking for, but in your first 3 months, there is so much to learn, and every organization is different. Some of the best advice given to me by previous leaders when I tried to do all the things right when I started – “you can’t boil the ocean. Breathe. Listen.” Remember, quick wins might be for you, your team, your organization, or your clients!

My thoughts:

  • Build relationships with your stakeholders – inside your team and cross-functionally
  • Set a # of internal meetings per week – summarize your learnings
  • See how you can get involved in the organization – be a team player
  • Listen in on as many client meetings as you can – really listen and take notes!
  • Share your thoughts a client issue or concern by working through current leaders – there will be plenty of time in the future to be the “hero”
  • Help others win – built trust and partnerships
  • Listen, repeat back, ask, listen, repeat back, ask
  • Set regular 1:1s with your manager, others on your team, and cross-functional partners to listen and ask questions
  • ·Reflect each month on what you know now that you didn’t when you started
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Meenal Shukla
Meenal Shukla
Gainsight Senior Director of Customer SuccessMarch 23

(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 the value of the customer success function and build momentum. Here are some examples of quick wins to aim for:

  1. Conduct a customer health check: Review customer data to identify any at-risk accounts or customers who are not getting the most out of your product or service. Work with the relevant teams to develop action plans to address any issues and improve customer satisfaction. 
  2. Conduct 1:1s with your team: Not just your immediate reports but at every level of the team to assess challenges, the overall morale of the team and any cross-functional friction. Ideally, this should be done in the first 30 days to inform your 90-day plan.
  3. Define customer success goals and metrics: Work with key stakeholders to define customer success goals and metrics that align with company objectives. This will help establish a clear vision for the customer success function and ensure everyone is working towards the same goals.
  4. Develop a customer feedback loop: Implement a process to collect and respond to customer feedback. This can include surveys, feedback forums, and regular check-ins with key customers. Use this feedback to inform product and service improvements and demonstrate your commitment to customer success.

By focusing on these quick wins, you can immediately impact customer success and demonstrate the value of the function to key stakeholders. This will help build momentum and support for future initiatives.

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