Success Plan Workshop (For Customer Success Managers)
When a success plan works, it can truly unlock the “strategic” part of being a Customer Success Manager. Sadly, the majority of them don’t. And there are many reasons why:
It’s hard to get buy-in
They are time-consuming
They’re hard to manage
We quickly forgot about them
And the list goes on.
Yet, despite all of the drawbacks, they are still critical to Customer Success, so much so that success plans are the #1 program investment CS leaders will make in 2024, according to a report gathered by Daphne Costa Lopes.
If you’re a Customer Success Manager, you don’t have to wait for your leadership to make a move on success plans. You can get started today!
As a CSM, a success plan comes with many benefits, mainly being that you’re on the same page with your customers. They’re telling you what’s important, you’re working towards a goal, and there’s accountability.
If you’re stuck going in circles, every call feels like you’re glorified Customer Support, or you don’t know “how to move the needle”, having a success plan is not optional.
That’s why we’re hosting an exclusive workshop for Customer Success Managers that goes beyond a spreadsheet template (but you’ll get that too 😉).
We’ll be showing you how to:
Get your customers onboard so they want to collaborate on this
Use your success plans to get you out of tactic/feature request/shiny object conversations with your clients
Integrate your success plan throughout your touchpoints (this won’t be a one-hit wonder).
Who is this for?
CSMs who want to be more strategic with their accounts
CSMs who have it on their 2024 list to build a success plan process
CSMs who want to get out of reactive/tactical mode with their clients
CSMs who want to help their clients meet their objectives
What you’ll leave this workshop with:
A success plan template - This is your base template; make it your own.
An outreach email template - You’ll need to tell your clients you can use this.
A success plan lifecycle - When, where, and how to use the success plan.
Workshop Details:
- Date and Time: February 8th, 12 PM
- Duration: 1.15 hours, followed by a 15-minute Q&A session
- Platform: Hosted on Zoom
- Speaker: Diana De Jesus, CEO of The Customer Success Project
And yes, it will be recorded if you miss it.
Let’s be strategic in 2024! Register today.