What do you think about your first 30/60/90 day goals when coming in as the Head of Customer Success in a startup that didn't have customer success managers before?
Meenal Shukla
Gainsight Senior Director of Customer Success • March 23
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 success function. To do this, you must take a phased approach in the first 30/60/90 days to develop a foundation for success.
Here are some possible goals you could set for the first 30/60/90 days:
First 30 days:
- Understand the company's products/services, customers, and their pain points.
- Meet with key stakeholders such as sales, services, marketing, and product teams to understand their goals and align customer success strategies.
- Analyze the current customer journey and identify areas for improvement.
- Hire a team of Customer Success Managers (CSMs) or identify existing employees to fill these roles.
- Develop a customer success playbook and define the key performance indicators (KPIs) to track.
Next 60 days:
- Establish a scalable customer success process and standard operating procedures.
- Create a customer onboarding program that ensures new customers receive a seamless and successful onboarding experience.
- Define and implement a customer health score and identify at-risk customers to address any issues proactively.
- Launch a customer advocacy program to drive customer referrals and positive reviews.
- Provide coaching and training to CSMs to improve their effectiveness.
Next 90 days:
- Implement a customer success technology stack to automate and streamline customer success processes.
- Develop a customer feedback loop to collect customer feedback and use it to improve products and services.
- Analyze customer data to identify trends and insights that can be used to improve customer success.
- Create a customer success roadmap to guide the team's efforts for the next six months.
- Establish a culture of customer success across the organization, emphasizing the importance of customer-centricity in all business decisions.
By focusing on establishing a strong foundation in the first 30/60/90 days, you can set your team up for success and build a strong customer success function that drives customer satisfaction, retention, and growth.
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