Onboarding Packages - creating multiple packages for new customer onboarding
Hi GGR community! We are in the process of building tiered onboarding packages that will be available to our customers during the Sales process. The goal is to help set appropriate expectations and boundaries with customers about what they will receive during onboarding, while also justifying the associated price we charge…
LMS for client onboarding
Hi team, Is anyone using LMS for client onboarding? Any thoughts or suggestions would be appreciated. Regards, Amit Kumar
Monthly Renewals & Churn
Hello All, I did some searching on GGR but did not find any similar topics. I'm curious to know if you any of you have any recommendations on how to decrease churn for a segment of our Accounts that have a monthly auto-renewal in place. These Accounts do have a CSM assigned to them, however, we oftentimes end up doing…
Unique CSM offerings?
Hello GGR Community With in the last few years, my organization has transitioned to a Customer Success / Subscription model. My small CSM team comes across many clients who are unresponsive to our hightough outreach efforts. This is partially due to accessible nature of our product as it is known for being easy to learn…
Assigning CSMs to the end customers of your partners
Hello there Has any one gone through the process of assigning CSMs to the end customers of your partners? How did you go about it? What model worked? How did you manage the tri dimensional aspect ?. Did your partner already have their own CSMs? Did your partners welcome the idea? Please reach out to me for a conversation.…
Customer and Internal Referral Program
Hi Team - we want to roll out a referral program both internally and to our customers to help boost our word of mouth marketing. Has anyone tried this and what was successful in terms of prizes/reward and roll-out?
How to deal with unresponsive clients?
Hi All, I'm currently working with clients from the US and SEA. Along the way, I realized that I have to approach each client differently, especially since each region has its own behavior and habits. I'm still trying to find the pattern, but it would be nice to hear your experience and how you approach them when they give…
Scaling a success team
Hi all, I'm looking for some advice on how to talk to our execs and Board about the fact that simply installing a CS management system doesn't remove the need to backfill headcount! Does anyone have any experience of communicating this message and/or examples of how scaling your own CS function has worked?