Actionable CS Leadership Reviews

User: "Ronald Krisak"
Updated by Heather Wendt

Hi,  On a monthly basis, I do a full read-out on Customer Success to our company's leadership team…including our CEO.   Lately, I feel my sessions have become more of a status update.  I am trying to turn it into a more actionable meeting, as well as demonstrating the impact that CS is having on the business.  I currently cover the following topics:

ARR, Renewal Rate, NRR, Risk Matrix across companies, Health Score summary, customer break-out/deep dives, usage metrics, & future initiatives.  Additionally, I am trying to modify my health score so I have an element/score that shows that client's value to my company (both financially & non-financially).  Appreciate any feedback.

 

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