Sharebird

What is your 30-60-90 day plan when you go into an org with the intention of setting up a customer success function for the first time?

Answer
2 Answers
  1. Meenal Shukla
    Meenal Shukla

    Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 1y

    First 30 Days: Assessment & Foundation Deep customer discovery: Interview 15-20 key customers across segments to understand their success metrics, pain points, and where they need support Internal stakeholder alignment: Meet with Sales, Product, and Support to understand current customer handoffs and identify gaps Data assessment: Evaluate what customer data we currently capture and what systems we'll need for proper CS measurement Hire first CS Manager: Bring on someone with experience buil ...Read More

    623 Views
  2. Kiran Panigrahi
    Kiran Panigrahi

    Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y

    When setting up Customer Success from scratch or the base, the focus is on foundations, processes, team culture, and hiring the right people, all while staying agile and adapt to change. 30 Days – Establish the Foundation Understand business goals and customers. Define what Customer Success means for the company, whether it is retention, expansion, or advocacy. Map the customer journey to identify gaps in onboarding, engagement, and renewals. Set expectations, define Customer Success roles, and ...Read More

    1,022 Views

Related Ask Me Anything Sessions

Top Customer Success Mentors