How the best do it

GitLab publishes its entire customer success handbook. What is worth copying?

The short answer

Three things. The renewal tracking process, because it shows what a renewal looks like as an operational pipeline with stages and owners rather than a date in a spreadsheet. The health scoring model, where green explicitly means 'expand or renew flat', so the score maps to an action instead of a colour. And the playbooks, which are written per product stage with assets attached, which is what separates a play from a suggestion. Read it as an org design document. The specific DevOps content will not apply to you, but the shape of a CS function that scales to a public company will.

Go deeper, your way

4 hand-picked resources, 4 link-checked. Pick how you want to dig in.

The same ground, at another level

How customer success and retention reads from a different seat.

Terms in this answer

People also ask

When should I hire my first customer success person? Earlier than feels comfortable. The usual trigger is two or three customers big enough that losing one would hurt, plus a founder who is spending m... Breaking into GTM 4 resources → What is the difference between customer success and customer support? Support is reactive and ticket shaped: the customer has a problem, you solve it, you close it. Customer success is proactive and outcome shaped: yo... Breaking into GTM 3 resources → I just got handed my first set of accounts. What do I actually do in the first 30 days? Read the deal before you talk to anyone. Find out what the customer was promised, who signed, who will actually use it, and what they said success ... Breaking into GTM 4 resources → What does a good customer onboarding actually look like? Good onboarding is measured in time to first real value, not in how many training sessions you delivered. Pick one observable moment that means the... Breaking into GTM 4 resources → How do I build a customer health score that actually predicts churn? Start with four to six inputs, not twenty. The ones that earn their place are depth of product usage (not logins), breadth across the account, supp... Doing the work 4 resources → How do I run a QBR that the customer does not find a waste of time? Stop opening with your usage dashboard. Open with the outcome they told you they were buying, and show progress against it in their numbers, not yo... Doing the work 4 resources →

Also in Starting Up

The same ground, over in Grow & market, our Starting Up track.

Also in D2C

The same ground, over in Grow organically & retain, our D2C track.

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