ClientSuccess Blog

Learn how customer success leaders are making positive organizational impacts, solving real business challenges, and building cultures of customer success.

New posts each Tuesday and Thursday.

Customer success best practices delivered to your inbox.

Customer Success Webinar: 5 Strategies of Top Performing Customer Success Teams

ClientSuccess will host Jamey Jeff, Managing Director of Customer Success Solutions of Coastal Cloud, for this month’s customer success webinar series: 5 Standout Strategies of Top Performing Customer Success Teams. These 5 standout strategies are backed by data and research found in the 2018 Customer Success Industry Report. Jamey Jeff, the webinar presenter, is a […]

Burke Alder

Customer Success Strategist

CSM from the Trenches – 3 Principles I Learned in My First Year as a CSM

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. We’re lucky to have this week’s frontline CSM best practice come from Cole Sanders of ClientSuccess, who recently joined our team and […]

Sam Feil

Customer Success Manager

Recorded Customer Success Webinar: Churn Probability Score Framework – How to Recognize Risks and Predict Customer Success

ClientSuccess hosted Lukas Quanstrom, CEO & Co-Founder, Ontic and 2017 Customer Success Innovator of the Year Finalist, for this month’s customer success webinar series: Churn Probability Score: How to Recognize Risks and Predict Customer Success. The recorded customer success webinar covers the topics on how to build and use the Churn Probability Framework to recognize […]

Burke Alder

Customer Success Strategist

CSM from the Trenches: Mentors – Rasmus Justesen, Head of Customer Success, Traede

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]

Sam Feil

Customer Success Manager

6 Customer Engagement Best Practices During the Summer “OOO” Season

Ahhhh, summer. For Customer Success Managers (CSMs), summer offers both a blessing and a curse. A blessing, of course, because there is no time like summertime, but also a curse because it can be close to impossible to engage with or even get a response from customers. During the three months between Memorial Day and […]

Burke Alder

Customer Success Strategist

Recorded Customer Success Webinar: How to Nail Onboarding and Adoption – Learn 3 Fresh Perspectives from Peers Like You

This customer success best practices webinar was hosted by ClientSuccess on June 20, 2018 and shared three fresh perspectives on customer onboarding and adoption. Join three exceptional customer success leaders: Erica Newell from Marketware, McKayl Bergman from Lucid Software, and Sam Feil from ClientSuccess, as they present best practices to succeed with customer onboarding and […]

Burke Alder

Customer Success Strategist

CSM from the Trenches: Mentors – McKayl Bergman; Head of Lucidpress Customer Success

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]

Sam Feil

Customer Success Manager

A Customer Success Conversation with CS Veteran Mark Pecoraro

At ClientSuccess, we value candid conversations with Customer Success leaders that have unique experiences and varying viewpoints on the world of Customer Success. This week, we’ll showcase one such conversation with expert Mark Pecoraro, advisor to many B2B SaaS companies all of which have cultures of Customer Success. What led Mark into Customer Success? Since […]

Burke Alder

Customer Success Strategist

CSM from the Trenches: Mentors – Erica Newell; Manager, Client Development; Marketware

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]

Sam Feil

Customer Success Manager

ClientSuccess & GDPR

Our commitment on the upcoming EU Data Regulation. At ClientSuccess, we’ve been working hard to prepare for EU General Data Protection Regulation (GDPR), to ensure that we fulfill its obligations and maintain our transparency about customer messaging and how we use data.  Here’s an overview of GDPR, and how we’re preparing for it at ClientSuccess: […]

Burke Alder

Customer Success Strategist

CSM from the Trenches: Mentors – Matt Evans, Director of Customer Success, Grow

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]

Sam Feil

Customer Success Manager

3 Essential Pre-onboarding Principles: Part 3 of 3 – Identify Key Individuals, Influencers, and Contacts

For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]

Sam Feil

Customer Success Manager