Fundamentals Of Real Customer Success

Ensure your customers stay longer, buy more, and advocate for you by helping them achieve their desired outcome.

Last updated 2022-01-10 | 4.6

- Discover why customer success matters for you
- your company
- and your customers
- Define what customer success is and isn't
- Explore the components of a desired outcome and how to figure out your customers' desired outcomes

What you'll learn

Discover why customer success matters for you
your company
and your customers
Define what customer success is and isn't
Explore the components of a desired outcome and how to figure out your customers' desired outcomes
Operationalize your customers' journey by identifying success milestones
joint accountabilities
and success gaps
Create a success potential checklist to determine good-fit customers
Solve the underlying problems that cause churn so that it becomes a non-issue for your company
Use customer success as a growth engine so customers stay longer
buy more
and advocate for you
Measure success
for both yourself and your customers
Position customer success correctly with your customers and colleagues to demonstrate the value you bring

* Requirements

* There are no requirements to take this course.

Description

You're doing something, but chances are it's not REAL Customer Success.

I've built this course to help you understand customer success from the ground up. CS is not merely about managing accounts or helping your customers out when they have problems. Your job is to make sure customers get what they need from your product in the way they need it. It's a simple definition, but it takes a lot of hard work to do it the right way. Whether you're brand new to CS or experienced in the field, this course can help you identify new approaches to support your customers' objectives.

I'm your instructor, Lincoln Murphy, and I invented Customer Success. Okay, I didn't invent it, but I helped make Customer Success what it is today. From writing THE book on the subject to speaking at events around the world, most people that are in Customer Success have either learned directly from me or from someone sharing my ideas. But I don't just talk about this stuff, I actually do it, too. I've worked with hundreds of companies of all shapes and sizes around the world. And while I've helped them, I've also learned from them.

And some of what I've learned, I'll share with you, including:

  • Why customer success matters to your company, your customers, and you

  • What customer success is and isn't

  • The concept of the desired outcome, and how to help your customers achieve theirs

  • The success milestones and joint accountabilities that your customers must go through to succeed

  • The idea of a success potential checklist to identify good and bad-fit customers

  • The root causes of churn that you can eliminate to make it a non-issue

  • Using customer success as a growth engine

  • How to measure success for yourself and your customers

  • How to position customer success correctly for your customers and colleagues

Throughout this course, I've provided exercises to put concepts into practice immediately. To get the most out of this course, don't just listen to me talk - apply what you're learning to YOUR customers. I highly recommend you pause to do these exercises along the way, and download the templates to use on the job.

If you're ready help your customers stay longer, do more, and advocate for you, join me in this course today!

Who this course is for:

  • Customer success managers (CSMs) or account managers who want to a how-to guide for CS best practices
  • Those who are interested in pivoting their careers to customer success and want an overview of what the job entails
  • Employees who want to learn customer-centric approaches to apply to their own work, even if they are not CSMs

Course content

12 sections • 43 lectures

Why Customer Success Matters to Your Company Preview 04:10

Why Customer Success Matters to Your Customers Preview 02:35

Why Customer Success Matters to YOU Preview 03:11

Exercise: Your Ideal Customer Success Job Preview 01:10

What Customer Success IS NOT Preview 06:27

Exercise: Misconceptions You've Encountered Preview 00:32

What Customer Success IS Preview 02:32

Exercise: List Lifecycle Interactions Preview 00:43

Desired Outcome Overview Preview 02:00

Appropriate Experience Preview 05:53

Desired Outcome Discovery Process Preview 03:42

Exercise: Desired Outcome Discovery Preview 01:21

Customer Success Management Preview 03:03

Success Milestones & Joint Accountability Preview 06:18

Exercise: Identify Your Customer's Milestones & Joint Accountabilities Preview 01:36

Operationalize the Journey Preview 01:04

Characteristics of a Great CSM Preview 05:56

How to Be a Great CSM Preview 06:28

Tools of the Trade Preview 01:35

Working with Other Departments Preview 04:05

Success Potential Defined Preview 03:07

Success Potential Inputs Preview 04:19

Considerations for Success Potential Preview 04:29

Exercise: Create Your Success Potential Checklist Preview 00:43

What is Churn? Preview 02:38

Eliminate Churn in 5 Easy Steps Preview 01:02

Exercise: Why Did Your Customers Churn? Preview 00:56

Customer Success is a Growth Engine Preview 02:15

CSMs and Selling: Evil or Divine? Preview 01:25

Customer Advocacy Preview 02:39

Exercise: Map Your Customer's Ascension Path Preview 00:41

Customer-Facing KPIs Preview 02:17

Internal KPIs Preview 01:09

Measuring the Customer's Success Vector Preview 03:20

Exercise: Identify Your Success Vector Inputs Preview 02:23

Positioning Customer Success Correctly With Your Co-Workers Preview 03:18

Exercise: Your Internal Positioning Statement Preview 00:59

Positioning Customer Success Correctly With Your Customers Preview 02:15

Exercise: Your External Positioning Statement Preview 00:58

Thank you for taking this course! Preview 00:32

Next Steps Preview 01:49