CSMF – Process

  Customer Success

< 4 Keys to be a Successful CSM | 6 Where to find CSM Jobs >

18. Profile your ideal customer

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511332#overview

Profile your ideal customer

  • Knowing who my ideal clients are will help me focus my energies toward them.
    • Without this, I would lose customers.
  • Define the BEST customers
    • Use the data you’ve collected
    • Company size,
    • Location
    • Industry
    • Revenue
    • Take all variables into account.
  • Where are the Sales and Marketing efforts?
    • Help the CEO to guide sales and marketing
  • Who will get more value from my product or service?
    • This will improve retention rates

Be ready for change

  • Once the ideal customer has been identified, be ready for change.
  • Change in price, features, expandability might change who my ideal customer is.

 

19. The Success Gap. The last step before your customer’s success

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511336#overview

Resources

The Success Gap: A Huge Opportunity you haven’t considered

The Last Step: “The Success Gap”

“There is often a gap between the functional completion of your product and the customer’s Desired Outcome.”

  • Using the product (Adoption) doesn’t mean they have achieved their goal
  • Is it providing the the Outcomes they need and expect?
    • if you have a time management tool and they don’t feel like they are getting more done, they will churn.
    • If using your CRM and getting the same results as an Excel spreadsheet, they will churn
  • Who’s fault does not matter… both lose.

What are my clients goals and how can I help them achieve them?

  • Teach them!
    • Videos
    • Courses
    • Webinars
  • Tricks to save time
  • Give them extra value

Convince them: If I am not achieving my goal, I am not using the product wisely

  • I must NEVER directly say or imply this!
  • Create content that helps them do their job better.
  • And find ways to help them use that content.

 

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