Check-In: Who's the coach & who's the player in client relationships?
Episode description
Say hello to Debra, one of the podcast managers who is usually behind-the-scenes. Stepping in for Todd who is out of town for today's check-in, Debra addresses all of the highlights from Tuesday's episode with the Jasons.
Listen to hear clips & commentary from Tuesday's episode about playbooks, vanity metrics, and customer relationships in customer success.
Takeaways
- CSMs should focus on making an impact with one customer before trying to scale their efforts.
- Understanding the people in the organization is key to successful customer adoption and value creation.
- Vanity metrics should be used in the context of leading to more meaningful outcomes.
- Playbooks are not a one-size-fits-all solution and should be adapted to each customer's unique needs.
- Finding the right balance between automation and personal relationships is crucial in customer success.
Contents
- 00:00 Introduction and Recap
- 01:28 Making an Impact with Customers
- 10:31 Vanity Metrics
- 12:26Playbooks
- 18:05 Conclusion
Resources
Connect with Casey
Connect with Todd
Visit the show page
Get to know BrainStorm
Credits
Show direction: Debra Wilson
Show design: Kensie Smith
Show manager: Angela Allred