Download This resource provides an onboarding scoring matrix used to quickly estimate the likely complexity of a customer onboarding initiative. The tool allows Customer Success teams to score key factors such as solution complexity, required customization, adoption needs, and customer maturity. The combined score produces a simple indicator of onboarding complexity, helping teams determine [...]
A discussion about what is meant by the term "the customer's agenda" and why it is important for CSMs both to know what this agenda is and then to do what they can to help their customer to achieve it. Working to the Customer's Agenda Suppliers Need Customers to Remain as Customers Realizing [...]
A discussion on how CSMs can go about the tasks of defining customer's outcome requirements and determining KPIs for measuring these requirements. Defining the Outcome Requirements and KPIs
Part 1 of 3 of a discussion about adoption planning tools. This part provides an overview of the tools and then focuses on general adoption requirements and on capabilities and processes. Adoption Planning Tools: Existing Tools Adoption Planning Tools: General Adoption Requirements Adoption Planning Tools: Capabilities & Processes