CSMF – The Plan, Lessons Learned and FAQs

  Customer Success

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22. The Plan to launch your CSM career

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511346#overview

Already working as a CSM

  • Focus your efforts on things you’ve just learned and implement them.
  • Apply the most important ones first.
    • Week 1 – do this
    • Week 2 – do this
    • Week 3 –

Looking to Start

  • Review all notes
  • Write a great cover letter
  • Think of what I’ve done in previous jobs to help me land this role.
    • Use these for my resume
  • Never Lie
  • Use CSM Keywords for the Resume and Cover Letter
  • Do this for LinkedIn Profile also
  • Start Applying

 

23. Lessons Learned of CSM 101

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511348#overview

  1. What can I do to help my customers be more successful with our product?
    1. Do not focus on problems, focus on bringing value to the customers.
  2. This must be part of the company culture
  3. Plan engagements based on Milestones (or missed milestones)
  4. Bring Value (or feelings of value) to the client as soon as possible
  5. Close the Gap To Success by creating great content
    1. Make sure they use that content!
  6. Great opportunity for growth.
    1. Could become a VP in a couple of years or less!
    2. Or Chief Customer Officer
    3. Keynote speaker for conferences

 

24. FAQs about CSM

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511350#overview

Best software to use?

  • Usually built into a CRM

How much is Bad Churn?

  • Varies on industry
  • 8 – 10% leaves plenty of room to improve

 

25. Final Message

https://www.udemy.com/course/customer-success-manager/learn/lecture/10388192#overview

  • Implement what I’ve learned!
  • Send him an email

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