Keep and grow the customers you win
Customer success and retention
Keeping the customers you already won, and the team that does it.
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GitLab publishes its entire customer success handbook. What is worth copying?
Three things. The renewal tracking process, because it shows what a renewal looks like as an operational pipeline with stages and owners rather tha...
How do the best teams cover a long tail of customers without a CSM per account?
They split the book deliberately and then invest properly in the scaled half. Strategic accounts keep named CSMs. Everything below a revenue line g...
What separates a best-in-class QBR from a status update?
Benchmarking and a point of view. The best QBRs tell a customer where they sit relative to comparable customers, then say plainly what the top perf...
How do the best teams learn from churn instead of just reporting it?
They interview the customers who left, properly, with a script that goes past the first answer. 'Too expensive' is almost never the reason, it is t...