CSM Mastermind
How can I build and maintain strong customer relationships in a virtual environment?
CSMM #60: Three leading CS experts discuss how organizations can enable Customer Success managers as revenue growers.
How can organizations strategically align customers' desired outcomes with corporate objectives to ensure reciprocal growth and success?
CSMM #59: Three leading CS experts discuss the importance and impact of aligning customer outcomes to corporate objectives.
What are the key elements in crafting comprehensive and actionable success plans that align with and fulfill customer goals?
CSMM #58: Three leading CS experts discuss the key elements of a comprehensive success plan.
How can I master a consultative approach to understand and address unique customer needs effectively?
CSMM #57: Three leading CS experts discuss how to utilize a consultative approach to understand customer needs and help customers achieve success.
What are best practices or strategies to saying "no" in a diplomatic way?
CSMM #56: Three leading experts discuss strategies and best practices for saying "no".
What is imposter syndrome and what are some strategies to overcome it?
CSMM #54: Three leading experts discuss strategies and techniques to help you overcome imposter syndrome.
What are the best strategies to deal with a discontent customer?
CSMM #53: Three leading experts discuss strategies and best practices to deal with unhappy customers.
How can I get promoted within my organization?
CSMM #52: Three leading experts discuss strategies to help you further your career and score a promotion within Customer Success.
Why is time management a crucial skill for CSMs and how can it improve my job performance and satisfaction?
CSMM #51: Three leading experts discuss how to utilize time management strategies to be more productive and efficient in their roles.
How can I harness the power of influence within my role?
CSMM #50: Three leading experts discuss how to use the power of influence within your CS role.
How can I utilize storytelling within my CS role?
CSMM #49: Three leading experts discuss how to utilize storytelling with their customers, peers, and partners.
How do I ensure that the customers' desired outcomes are aligned to the overall corporate objectives?
CSMM #48: Three leading experts discuss how to connect customers' desired outcomes to corporate objectives.
How do I determine and measure value realization correctly?
CSMM #47: Three leading experts discuss the importance of determining and measuring value realization.
What are the goals and benefits of the Success Plan Discovery process?
CSMM #46: Three leading experts discuss the goals and benefits of utilizing the Success Plan discovery process.
What are some best practices or strategies to lead effective meetings?
CSMM #45: Three leading experts discuss best practices for leading effective meetings.
What are some of the best approaches and practices for creating a trusted advisor relationship with our customers and their end users?
CSMM #44: Three leading experts discuss best practices for becoming a trusted advisor to customers.
What techniques should we consider when understanding and defining the desired outcomes our customers expect from what we're selling them?
CSMM #43: Three leading experts discuss what techniques you can use to understand and better define customer business outcomes.
How can we apply active listening to help improve outcomes for both our customers and ourselves?
CSMM #42: Three leading experts discuss how to use active listening to improve customer outcomes.
How can emotional intelligence help enhance or save customer relationships?
CSMM #41: Three leading experts discuss how to utilize emotional intelligence to develop positive customer relationships.
What are the fundamentals and best practices of negotiation?
CSMM #40: Three leading experts discuss best practices for negotiation.
How do we move from a reactive role to one of proactive engagement with our customers?
CSMM #39: Three leading experts discuss how to move from a reactive to proactive engagement strategy.
Even with a predictable, repeatable approach to customer success, how can I personalize the customer experience?
CSMM #38: Three leading experts discuss how to deliver a personalized customer experience.
What are the key soft skills needed to be an effective CSM and why?
CSMM #37: Three leading experts discuss which soft skills are important for CSMs.
What are some best practices for preparing and delivering bad news to our customers?
CSMM #36: Three leading experts discuss how to handle difficult conversations with customers and colleagues.
How can I leverage Customer Success advocates to help drive adoption internally, expand accounts and serve as a proof point for greenfield opportunities in other organizations?
CSMM #35: Three leading experts discuss how to successfully leverage customer success advocates within their organization.
How can you capture and share customer feedback both internally and with customers in an effective way?
CSMM #34: Three leading experts discuss how to capture and share customer feedback effectively.
As the first CSM in an organization, where do I start?
CSMM #33: Three leading experts discuss how to excel at being the first CSM within an organization in the player/coach role.
What are the top 10 do's and don'ts for Customer Success etiquette?
CSMM #32: Three leading experts discuss best practices for Customer Success etiquette.
How should I go about building my own personal brand?
CSMM #31: Three leading experts discuss strategies and tactics for personal brand-building.
What can I do to help my organization become more customer focused?
CSMM #30: Three leading experts discuss strategies and best practices for driving a customer focus within your organization.
What are your thoughts and best practices for a CSM developing their own set of personal playbooks?
CSMM #29: Three leading experts discuss strategies and best practices for developing personal playbooks.
How do I unearth goals, pain-points and what success looks like?
CSMM #28: Three leading experts discuss the art of success discovery.
How can I effectively partner and work with other team members that Customer Success depends on?
CSMM #27: Three leading experts discuss how to effectively utilize cross-functional partnering.
Are “successful” success plans all about the development, execution or a mixture of both?
CSMM #26: Three leading experts discuss how to create a “successful” success plan.
In order to hit my goals and objectives, should I be focused on value delivery or revenue?
CSMM #25: Three leading experts discuss if you should focus on value delivery or revenue when aiming to achieve goals and objectives.
What strategies, tactics and best practices should I follow for managing churn in my book of business?
CSMM #24: Three leading experts discuss strategies to manage and prevent customer churn.
What are some techniques and tips for efficient time management?
CSMM #23: Three leading experts discuss how they manage their time more efficiently.
How do I effectively manage change within my organization?
CSMM #22: Three leading experts discuss how to effectively manage change within your organization.
How should I go about getting accounts transitioned between CSM's?
CSMM #21: Three leading CSM's discuss how to transition accounts between CSMs.
How do I avoid escalations when customer issues arise?
CSMM #20: Three leading CSM's discuss how to avoid customer escalations when customer issues arise.
What are some of the common career paths I can follow in Customer Success?
CSMM #19: Three leading CSM's discuss common career paths in Customer Success.
What are some strategies for increasing stakeholder engagement in accounts?
CSMM #18: Three leading CSM's discuss how to increase stakeholder engagement in accounts.
How do I execute a flawless onboarding experience for customers?
CSMM #17: Three leading CSM's discuss how to execute a flawless onboarding experience for customers.
What are some strategies to help the product team understand customer needs?
CSMM #16: Three leading CSM's discuss strategies to help the Product team better understand customer needs.
What are the best practices to nail the handoff between Sales and Customer Success?
CSMM #15: Three leading CSM's discuss best practices to nail the handoff from Sales to Customer Success.
What are some low-touch strategies that help achieve customer success?
CSMM #14: Three leading CSM's discuss the practical ways you can use low-touch strategies to achieve Customer Success.
How do I effectively manage a CS team through a hypergrowth stage?
CSMM #13: Three leading CSM's discuss how they have successfully managed a Customer Success team during hypergrowth.
How do I effectively handle customer objections?
CSMM #12: Three leading CSMs share how they have effectively handled customer objections.
How can I move from a CSM hero role into a specialist role?
CSMM #11: Three leading CSM's discuss how they have successfully moved from a CSM ‘hero’ role into more of a specialized role.
How do I handle high-risk customers and prevent churn?
CSMM #10: Three leading CSM's discuss how to handle high-risk customers and prevent them from churning.
How do I manage the change my customers are going through while they’re adopting my new product?
CSMM #9: Three leading CSM's discuss how to effectively manage change as customers adopt a new product.
How does active listening help improve my outcomes in a Customer Success role?
CSMM #8: Three leading CSM's discuss how active listening has helped them improve outcomes in their Customer Success roles.
How do I build authentic and productive relationships with my Sales colleagues?
CSMM #7: Three expert CSMs reveal how they build authentic and productive relationships with Sales colleagues.
When you start a new CSM job, what are some of the things you should focus on in the first few weeks?
CSMM #6: Three expert CSMs reveal what they believe are the most important things to focus on when starting a new CSM job.
What are the best practices for transitioning an account from one CSM to another?
CSMM #5: Three expert CSMs reveal their best practices for transitioning an account from one CSM to another.
What is the best way to build long-term trusted advisor relationships with my most important customers?
CSMM #4: Three expert CSMs reveal how they build long-term, trusted advisor relationships their most important customers.
How can I better understand and track progress towards my customers’ desired outcomes?
CSMM #3: Top CSMs reveal the questions that they use to uncover and understand their customers' desired outcomes.
What are the best ways to re-engage with a customer that has gone dark?
CSMM #2: Discover how leading CSMs approach the challenge of re-engaging with an important customer that has ‘gone dark’.
How should I segment my portfolio to improve efficiency and maximize impact?
CSMM #1: Discover how leading CSMs use segmentation to improve their personal efficiency and maximize the positive impact they have on their customer accounts.