Customer Success Leadership Bootcamp: Course #3
A four-lesson CS leadership webinar covering playbook design, tracking customer goals, building a Customer Advisory Board, and customer marketing programs.
Lesson #1Designing Playbooks to Power Your Customer JourneyJoin Kristi Faltorusso, VP of Customer Success at ClientSuccess, as she walks you through the why and how of designing powerful playbooks that will help ensure your team is doing the right things at the right time. Take a deep dive into the elements of the perfect playbook and get examples of playbooks to help you get started.Lesson Materials: Presentation Slides Sample PlaybooksLesson #2Customer Goals - How to Identify, Track, and Achieve ThemJoin Kristi Faltorusso, VP of Customer Success at ClientSuccess, as she discusses the importance of guiding your customers to identify their partnership/business goals. She will cover how to create templates to help them get there, ways to track these goals over time and more importantly ensuring your customer achieve their goals in the long run.Lesson Materials: Success Plan Template Customer Goals Presentation Sample Goal 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Lesson #3Building, Launching and Managing a Customer Advisory BoardJoin Kristi Faltorusso, VP of Customer Success at ClientSuccess, as she walks you through the process of creating, launching and managing a Customer Advisory Board. Learn more about defining your CAB objective, selecting customers, managing engagement and aligning on a mutually beneficial partnership.Lesson Materials: Presentation SlidesLesson #4Customer Marketing: Programs to Nurture Your Customers and Develop AdvocatesJoin Kristi Faltorusso, VP of Customer Success at ClientSuccess, as she introduces the Customer Marketing framework. If you are marketing to your customers with the same materials, messages and programs that you use for your prospects you’re doing it wrong. Kristi will share her ideas on how to shift this approach in stages and how to make your marketing engine work for your customers.Lesson Materials: Presentation Slides
See how ClientSuccess scales the playbook you've built.
Walk through it with a CS-led demo and see how it'd fit your team.