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Coaching Tips for Helping CSMs Move Beyond the Tactical

Customer Success leaders often run into a recurring theme when meeting with Customer Success Managers (CSMs): CSMs seem to be weighed down in tactical conversations with their customers and leave every call feeling they are adding little or no value to the business partnership. They often report that customers only want to speak about lacking […]

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BIG RYG 2022: Key Takeaways

BIG RYG 2022 was a jam-packed two days of engaging sessions, new connections, and “aha” moments. I left Washington, DC thinking that the event was hugely successful at connecting the audience to the art of crafting Customer Success at scale, while pushing the limits of Customer Success leaders’ abilities to own reporting on revenue metrics […]

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Peter’s Perspective: How CS Can Weather the Approaching Storm

Hurricanes have been prominent in the news recently here in North America. Overlapping over two weeks in September, we had Fiona and Ian. Two vast and destructive storms that caused an immense amount of physical, emotional, and financial pain over vast geographic areas. I came close to being in the bullseye of Hurricane Fiona during […]

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8 Keys to Preparing CSMs for Challenging Customer Conversations

Customers find their way into companies through various channels at different times. Their experience with your company and distinct use of products and services will always be unique. Companies tend to approach all customers with “one size fits all” processes and understanding. Instead, I recommend meeting customers as they are, instead of how we would […]

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5 Key Takeaways from The Customer Conference Europe 2022

I was lucky enough to attend The Customer Conference Europe 2022 in London, and after taking in what was a very full two days of information, thoughts, opinions, and interaction, I’ve untangled all that I experienced and observed to come away with five key points that really resonated: 1. Customer Success is not one-size-fits-all I […]

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Rants of a Customer Success Analyst: That’s a Wrap…. For Now

Welcome to the end. The last three months have passed by so quickly and we’ve covered a lot in this series— The role of Customer Success Analysts and the impact we can have, not only on the Customer Success organization, but the entire company, in bringing cross-functional collaboration and alignment. How to start small with […]

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Rants of a Customer Success Analyst: Bungee Jumping and the Adoption Leap

The Reason   The bridge looks old. It looks to have once been an operating railroad bridge, now reinforced and refurbished to serve its current purpose. My wife, Jenny, and I take our first step onto the bridge and start the trek to the middle; I can see off in the distance where they’ve set […]

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Rants of a Customer Success Analyst: Data-Driven Decisions & Decisions to Drive Data

The Reason Confession time—I like collecting hardcover books…but not just for the obvious reason of reading them. Don’t misunderstand me, I have read a good number of the books on my bookshelves, and of course I have favorites that I’ll read once or twice a year. But I also have books in my home that […]

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Rants of a Customer Success Analyst: Impossible Shot – Forecasting in Customer Success

The Reason Recently, I was in a very intense game of Topgolf with two of my friends and colleagues, Sheik Ayube and Peter Armaly (VPs of Business Development and Customer Success, respectively, here at ESG). I want to be completely honest here at the beginning; no extended metaphors or analogies to get this point across. […]

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Rants of a Customer Success Analyst: Crocheting Chains – Customer Health Scores

The Reason Well… we’ve officially entered June—the final month of our second quarter here at ESG, and the final month of this series. For those of you who are still with me and are continuing to read and find value in these rants, thank you. For those of you who I lost as soon as […]

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