Customer Communications - Role Build-out
Hi all,
I'm looking to create a role in our CS org responsible for strategic customer communications. Primary responsibilities would be to build out (and support) a customer communications roadmap in alignment with CS/Sales/Support/Product/Marketing.
Seems like there is a lot of buzz in the CS space around outbound customer communications and ownership.
Has anyone successfully stood up a similar role w/in CS and any learnings you can share?
Thanks,
Jason
Head of Customer Success
Cluster
www.datacluster.com
Comments
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Jason -
I created the role on my team out of necessity. I could write a lot about why, etc, but will stick to a few key points here. I'd be happy to jump on a call if you'd like more detail. Making sure that R&R is clearly defined is critical. I joined a business with rapid growth without R&R and specified procedures, which is very normal for start-ups. Your job is to develop policies and procedures to allow for scale. We took on the task (pick up a hat and run with it ;-))
Some tips:- Identify upfront the various types and forms of communications your customers receive, ....cradle to grave
- Designate (codevelop) an owner (process level), an originator (process origination), reviewers, and approvers for each type. Not all types need to originate from your team but you may want to review and/or assist in drafting it. The owner and originator can vary, e.g., sales vs marketing vs cs depending on type.
- Develop written standard operating procedures and a playbook
- Designate a place of storage and naming convention for each type.
- Designate a backup person in the event the process owner and/or originator is unavailable
- Best Practice - automate the workflow, ....but down and dirty works to get started
- Determine retention periods (some have legal requirements)
- And, be sure to designate WHO gets copied or needs to know, by type, for each comm. - SOP
Jim
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James Conant
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-------------------------------------------
Original Message:
Sent: 11-13-2020 10:36
From: Jason Kobs
Subject: Customer Communications - Role Build-outHi all,
I'm looking to create a role in our CS org responsible for strategic customer communications. Primary responsibilities would be to build out (and support) a customer communications roadmap in alignment with CS/Sales/Support/Product/Marketing.
Seems like there is a lot of buzz in the CS space around outbound customer communications and ownership.
Has anyone successfully stood up a similar role w/in CS and any learnings you can share?
Thanks,Jason
------------------------------
Jason Kobs
------------------------------0 -
@James Conant and @Jason Kobs,
Great insight and advice. This seems like the perfect job for a Customer Education professional. Is this something you considered? If not, why not?0 -
Hi @Jason Kobs,
I specifically focus on helping CS organizations with transcending communication strategies that tie back to mutually desirable outcomes for CS teams and their customers. It's great that you're building out a role specifically focused on this discipline. It becomes a tightrope exercise to focus on what matters to your organization while eliminating all of the noise that may arise along the way. I've talked to a number of CS leaders about this topic, and I can tell you that I've discovered three major pillars of communication in the CS world:- Daily Communication
- Pivotal Communication
- Action-Driving Communication
Your person should think about these overarching dynamics as he/she begins to build out the roadmap. In addition to a roadmap, I would suggest that you seek someone who has the ability to to not just build the roadmap, but also be able to understand that the concrete components should marry with a set of abstract components, such as tone, timing, audience temperament, and other considerations.0
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