Ready to unlock your Leadership potential with our Toolkit


CS Leadership Foundations

Strong leadership = motivated teams, better decisions, and smoother sailing

  • Evolving Landscape
  • Strategic Thinking
  • Communication & relationship building
  • Finding your Values & Mission
  • Building your leadership Style
  • Not all skills are created equal
  • Planification
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Build your CS Team

  • Recruit Top Talent & Recruitment strategies and techniques
  • Define skills and experience
  • Define the budget and business case for a new headcount.
  • Creating a career development culture
  • Onboarding Best Practices
  • Fostering a Customer-Centric Culture
  • Diversity, Inclusion and Belonging
  • Get to know your team activities
  • Setting your team up for success
  • Build your CSM brand
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Serve your CS team

  • Coaching Frameworks
  • Performance Management & Goal Setting & Motivation
  • Skill and People Development 
  • Build a Network (Mentor, Buddy, skip level,...)
  • Give Feedback
  • Conflict Management (Tensions between colleagues, underperformance, ...)
  • Mental Well-being and Stress Management
  • Meeting Mastery
  • 1-1 Meetings
  • Unleash Your CS team's potential
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Customer journey

  • Map & Segment the book of Business
  • Identify where the revenue come from?
  • Customer Onboarding
  • Success Plans
  • Rules of Engagement, Process
  • Data Analysis, Metrics that matter, North Star
  • Insights & storytelling
  • Program to capture feedback, ideas
  • Build User group, circle of Success
  • Convert Customers to Raving fans
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Cross-Functional

  • Collaboration Strategies
  • Account Planning
  • Account-Based Marketing 
  • Whitespace analysis
  • Stakeholder map 
  • Enablement team
  • Building a successful cross-departmental strategy
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Future-Proofing CS

  • List & resume of books to explore
  • List of training and videos (Ted Talk, Youtube,...)
  • Self-assessment
  • The Power of Continuous Growth
  • Identifying Learning Opportunities
  • Connect with your Peers and Mentors
  • Emerging Tech
  • Industry Trends
  • Exploring the Cutting-Edge of CS
  • Developing an Innovation Mindset
  • Preparing for the Future of Customer Success
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