Building Success Plans Your Customers Canโ€™t Live Without

14 Mar 2025 โ€ข 35 min โ€ข EN
35 min
00:00
35:28
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What makes a success plan truly impactful?ย  Jason Seals, a Director of Customer Success, uncovers the magic behind creating success plans that excite customers, drive value, and boost net retention rates. Learn how to move beyond basic project plans and align your strategy with what your customers can"t live without! Click here to watch the interview on YouTube! ๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ย  - The critical difference between success plans and project plans โ€“ and why it matters - How to tie customer goals to CEO-level objectives for maximum impact - Strategies for creating consistent, high-quality success plans across your team ๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“ Jason has been a customer success leader for 10 years. Sales and operations in the tech industry is where he grew his early career. Roles at TSIA and other consulting experience has given him a broad, deep look at the customer success organizations at hundreds of startups and fortune 100 companies. ๐Ÿ”— You may connect with Jason Seals via LinkedIn ๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’ ๐Ÿ“‘ Read: CSM Capabilities Model ๐ŸŽฅ Watch: How to Create Success Plans That DONโ€™T SUCK โฌ Download: Success Plan Template ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you"re an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls: 1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š? Building a CS practice for the first time doesnโ€™t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice

From "CSM Practice - The Customer Success Podcast"

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