Scaling a success team

Molly Henson
Molly Henson Member Posts: 3 Seeker
First Anniversary
edited August 2021 in Strategy & Planning

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? 



  • Kevin Mitchell Leonor
    Kevin Mitchell Leonor Member Posts: 248 Expert
    First Comment Name Dropper First Anniversary
    edited August 2021
    Consider the financial impact and metric risk. 

    Take the average amount of hours needed to
    • support a customer
    • upsell a customer
    • recover a failing customer
    • maintain satisfactory NPS scores
    Show how the current headcount doesn't allot for those needs and display the financial impact and the opportunity costs.

    If your numbers show that each CSM rescues 100k in ARR, upsells 100k in ARR, and creates 100k in referenced leads ARR, then this is an easier conversation to have. 

    Know your numbers and stand by them. Be prepared for questions like "what are the results if we increased CS workload?" Maybe those numbers fall to 50k in ARR rescue, 0k in upsell, and 0k in referenced leads ARR.