Asking open-ended questions
We've got a fellow CS Leader who is working to document "open-ended questions" that can be asked at various stages of the customer journey.
In particular, if we have a customer who is 2-years into a relationship, self-sufficient, etc. -- what can we be asking to generate the right discussions? How can we keep them engaged and not become repetitive?
In particular, if we have a customer who is 2-years into a relationship, self-sufficient, etc. -- what can we be asking to generate the right discussions? How can we keep them engaged and not become repetitive?
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- Hey customer, I happened to read an article about your record breaking Q2, congrats! If you continue your rapid pace of growth (and hiring) we should consider setting up future teach back sessions with your new users so that all new users are fully prepared to take advantage of application XYZ?
- Hey customer, now with your direct supervisor having moved on - I would like to set up time with his/hers replacement in order to bring them up to speed on our partnership. Can you and I sync on what I put together before presenting?
- Hey customer, I recall in a previous on-site review meeting we talked about your pain around "xyz". We are starting a beta-group of customers to begin exploring solving this pain in our application - can I count on you to be a part of the initial group?
Great question ideas, @Brian Hartley. I particularly like the third one about getting them involved in a beta group. Also, if your company has a Client Advisory board or is simply in need of a testimonial, that would also be a great way to keep the client engaged.
Jared Orr
Customer Success Whisperer
I feel like this is where the more you know about your customer's business (inside and out), the better off you will be as the relationship deepens. Company and personnel news, external influences and impact to business (COVID), past discussions, etc.
I've started an Evernote with a list so that when I am in meetings I can refer back to it: