We have some processes in place but I want to transform them into more succinct playbooks. I would love to see some example playbooks that others have created. I know there is a lot I can learn from this community!
Hello everyone, I want to highlight how much I have learned since day 1 in GGR. Could we brainstorm a little about "how to create tiers of customers? I'm going to start a new CS process and I want to start by creating tiers, which is important to have, any tips or best practices? We are going to create the tiers based on…
I posted this poll on LinkedIn and have seen a wide array of opinions. I would like to gather more data and was wondering if my CS peeps here can help. since there is no Poll format here, I just put the options with numbers. Just comment with the number and if you want to add a comment feel free to do so. The discussion is…
Hello GGR, Happy day! I'm currently working on improving our current Product demo process for potential new clients and want to hear their opinion. We would like to implement a survey for this. See below the areas we want them to qualify: Ease of Demo Request Process Efficacy of the Product Demos Relevance of the Resources…
Hello everyone, I totally recommend GGR as a great place to learn and help :) I'm working on developing a customer success framework in the company I currently work in, which is a Saas company. I have never developed a framework before so I'm learning as a go, I'm just waiting for the green light to start the project. I…
We've got a CS Leader who's in the midst of building much of customer success from scratch. Looking to leverage this community to see if there are tools and templates that can be useful as this leader gets started on their way. So Community. What do we have that we can share?
Hi everyone! First-time-post over here! I am debating with myself on how to structure upcoming success plan sessions with customers. We have a bunch of new customers that have joined during the summer (yay!) and the coming months will be full of onboarding and success making. I have two choices in mind on how to structure…
Has anyone built an escalation steps document? I need to create a document in which I identify risk factors/flags, what's the impact of that flag, how handle it, how we mitigate it and success criteria. I have searched all over the internet for a template to build off of but most are support focused and not CS.
Would love to hear from companies that have a single CS team supporting multiple product lines and how you define engagement model across areas of the product.
Hi all! I am new to the platform and was told to join the community by a fellow CX individual. After reading many articles and books on CS ( I have been in it for about 3 years now ) I keep reading and hearing about the importance of mentors, but not how to get them. Any suggestions?
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