Part 4 - Customer Journey
Map & Segment the book of Business
One of the most challenging parts for a Customer Successs Manager is to identify up-sell opportunities and to grow their current Book of Business.
Let's be real, not every customer you manage will have an upsell opportunity. So it is important to manage your time wisely and identify a select number of customers for an upsell opportunity - Use the Pareto law principle 80/20 rule
Who is doing the upsell or cross-sell?
Toolkit
Identify where the revenue come from?
87% of businesses know they have skill gaps or anticipate that they will have them within the next few years. Despite these impending knowledge shortages, only 40% of employees believe their company offers upskilling opportunities.
Let's be real, not every customer you manage will have an upsell opportunity. So it is important to manage your time wisely and identify a select number of customers for an upsell opportunity - Use the Pareto law principle 80/20 rule
Who is doing the upsell or cross-sell?
Toolkit
Customer onboarding
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Life in production
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Success Plan
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Rules of Engagement and Process
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Data Analysis, Metrics that matter, North Star
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Insight and storytelling
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.
Toolkit
Projects for success
Below is a series of toolkits to facilitate a profound understanding of the Customer Success Manager role. These comprehensive resources guide individuals in acquiring essential skills, fostering familiarity with the position's intricacies, and constructing a strategic plan for advancing their CSM career.