Hey guys I've recently joined the GGR community and think there are some great insights shared across the forum! One thing I've been searching for and haven't quite found is how you might deal with low, neutral and good health scores. We've drafted out our version 1 health score for our firm and understand what it needs to…
Hi all - we're (finally!) building out lifecycle tracking for customers in Salesforce after the initial close. We're starting off fairly broad since we have quite a bit to go with our SFDC build-out, but curious where customer stage design has gone well / been problematic for others that we can learn from. Here's how we're…
Hey guys, I'm interested in how you utilise client's goals in your actions, and whether you categorise them or allow the client to define them uniquely on a case by case basis. I can see the benefit of having several categories that you assign a client's 'goals' to, but I can also see the downside of not knowing their…
Hi there! Wondering if the community has any tips or tricks for communicating with clients on switching their billing from monthly to annual! We're in the process of migrating our customers from an old classic version of our software to a new cloud based subscription model and the first step is a new order form - which…
Hello GGR Community, I'm very excited to announce the launch of our newest online course: Mastering Customer & Partner Interviews My team and I have been interviewing customers and partners for years, and we've written down our methodology and best practices to share them with marketers and customer success leaders.…
For those of you that have done "30 customers in 30 days" (or something similar) how did you determine who you would speak to, and what questions you would ask? I'd love to know if you targeted end product users, or executives, or a blend, and if you adjusted the questions for each group. My initial thinking:* Kick off "30…
GGR Live: Boston | Scaled Customer Success | June 7 Effective Strategies to Reduce Cost via Scaled Customer Success In a time where “doing more with less” is top of mind for leaders, come together with your peers to discuss effective strategies and best practices to scale and meet your organizational goals without…
When Thursday, June 8 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
THE VAULT: Secrets of CS Leaders "Doing the right things" Its a cliche as old as time — “doing more with less” — we'd rather think about it as "doing the right things". Every business is different and every customer success leader has different challenges - but do we really? Join us in THE VAULT for an evening where…
When Thursday, June 22 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
When Thursday, July 6 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…