What is your advice for creating and/or improving the customer success process when joining a small but growing team?
Particularly for a small company with no or little structure?
Jellyfish Senior Vice President, Customer Success • 3y
Working from personal experience here (I can't speak for everyone), what I've seen in small Customer Success teams is that they're scrappy. They've started as the "do an...
1827 Views
Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 1y
When joining a small but growing team to improve customer success processes, focus on strategic implementation that balances immediate impact with scalable foundations:Pr...
430 Views
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Sure thing! Start by deeply understanding the customer journey...Identify: identify gaps in onboarding, adoption, and renewals. Define: List out clear processes and playb...
437 Views
Meta Head of Enterprise CS and Services • 3y
Interview the existing team and relevant stakeholders. Do a SWOT analysis and look for the top themes to emerge Review existing customer data - support data, adoption da...
490 Views
Camunda Director of Customer Success EMEA • 3y
Check what customer touchpoints have been identified and if there are more missing Once the touchpoints with the most impact on long-term success have been identified set...
402 Views
Related Questions
How 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 before?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?What's your best customer success 30-60-90 day plan to make a big impact at a new company?