Sharebird
Sign Up / Sign In

What's your best customer success 30-60-90 day plan to make a big impact at a new company?

Answer
3 Answers
Customer Success 30 / 60 / 90 Day Plan Establishing the Customer Success Function
  1. Steph Gerpe
    Steph Gerpe

    LinkedIn Head of North America Customer Success, LinkedIn Talent Solutions • 1y

    A successful first 90 days breaks down to focus across three key areas: (1) Deep learning and curiosity around the product and the experience of the customer within that product; relationship building, (2) Hypothesis based experimenting and feedback collection and (3) Planning and alignment of go-forward motions 30 days: Dedicate ample time to learning about your product - both internally and directly with customers. Why do customers purchase the product? How does the product function within a l ...Read More

    2,482 Views
  2. Kiran Panigrahi
    Kiran Panigrahi

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

    My focus is on learning, optimising, and driving impact. Here’s my structured 30-60-90 day approach:30 Days – Learn & Align Deep dive into company goals, customers, and key metrics (ARR, GRR, NRR).Meet stakeholders (CS, Sales, Product, Support) & assess CS playbooks.Know your team - Listen & LearnIdentify quick wins—engage with top accounts & address renewal risks. 60 Days – Optimise & Engage Strengthen customer health monitoring & playbooks for onboarding, adoption, outc ...Read More

    1,331 Views
  3. John Brunkard
    John Brunkard

    Salamander Advisory Customer Success Advisor | Formerly Adobe, Sitecore, Red Hat, Symantec, Blue Coat, Intel, Dell, Dialogic • Tue

    Typically I would frame my 30‑60‑90 as three overlapping themes: Listen & Learn → Align & Design → Execute & Elevate. Below is a generic plan that I would tweak and adopt for a specific company. --- First 30 days – Listen & Learn (while landing quick wins) Goals: Understand the business, the customers, and how CS really works today. - Customer truth - Meet top customers: “Why did you buy? What value are you getting? What’s in your way?” - Review churned + at‑risk accounts for pat ...Read More

    125 Views

Related Ask Me Anything Sessions

John Brunkard

APJ Customer Success Leader, John Brunkard on Customer Success 30 / 60 / 90 Day Plan

June 9 @ 10:00AM PT

View Answers
Conor Holmes

Confluent Senior Director, Customer Success EMEA, Conor Holmes on Customer Success 30 / 60 / 90 Day Plan

February 19 @ 10:00AM PT

View Answers
Steph Gerpe

LinkedIn Head of North America Customer Success, LinkedIn Talent Solutions, Steph Gerpe on Establishing the Customer Success Function

March 27 @ 10:00AM PT

View Answers
See All Upcoming AMA's

Top Customer Success Mentors