Proactive Customer Success Management - What are your current methods?

Don't even ask why I keep making frameworks but I sure do love it. Actually, I know why I do. I'm a visual, list type of guy.

Over the holidays I crafted this because I'm applying for a CSM role where they want to focus more on proactive approaches and I thought that if they do hire me (fingers crossed) then I would have a good start on day 1  :)

This goes through the "typical" customer lifecyle and identifies proactive activities that could be implemented. It's definitely not linear as it would appear, but, I wanted to try and capture to the best of my knowledge how to be more proactive.

I'd love to know how others are approaching being proactive!


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