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RAV DHALIWAL
Venture Partner
Crane Ventures
FIRAAS RASHID
Founder & CEO
Hook
CAITLIN SULLIVAN
Director of Customer
Success
Vanta
LINDSEY SERAFIN
VP of Customer Success
Synk.io
Scaling Customer
Success in 2022:
From Series A to IPO
➡️
When and how does digital Customer
Success matter?
What should you action now?
What you can action now
Rav
Lindsey
Caitlin
Firaas
Make sure you are targeted on
something materially important
to the company.
Have a crisp definition of what
CS does and the value it adds
and share that internally.
Find simple data points that prove
that your customers are successful.
Look at your last set of renewals &
upsells and make two columns for
adoption and see how these
numbers differ between positive
revenue outcomes and negative.
Put the customer at the centre
of your value proposition and
operations.
Every function in the company
should have a reason to learn
from your customers.
Create cross-functional
alignment that’s focused on
your customers.
Get the product team in front
of customers early and often,
and hire CSMs early.

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Scaling Customer Success in 2022: From Series A to IPO

  • 1. RAV DHALIWAL Venture Partner Crane Ventures FIRAAS RASHID Founder & CEO Hook CAITLIN SULLIVAN Director of Customer Success Vanta LINDSEY SERAFIN VP of Customer Success Synk.io Scaling Customer Success in 2022: From Series A to IPO
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  • 7. When and how does digital Customer Success matter?
  • 8. What should you action now?
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  • 10. What you can action now Rav Lindsey Caitlin Firaas Make sure you are targeted on something materially important to the company. Have a crisp definition of what CS does and the value it adds and share that internally. Find simple data points that prove that your customers are successful. Look at your last set of renewals & upsells and make two columns for adoption and see how these numbers differ between positive revenue outcomes and negative. Put the customer at the centre of your value proposition and operations. Every function in the company should have a reason to learn from your customers. Create cross-functional alignment that’s focused on your customers. Get the product team in front of customers early and often, and hire CSMs early.

Editor's Notes

  1. NRR effect on company revenue Mention: Folding paper analogy CS is more important than ever Net retention driving valuation Explosion in SaaS software - digital transformation from covid The SaaSacre/ the great reset
  2. Hire changes throughout the company lifecycle (everything to specialistion) Traits background and stage of company : icons for Customer support, success, account renewal, account management, professional services (exploding up)
  3. Hire changes throughout the company lifecycle (everything to specialistion) Traits background and stage of company : icons for Customer support, success, account renewal, account management, professional services (exploding up)
  4. We did a survey of 100 customers and we saw a similar approach (reference some statistics)
  5. Hook yellow- hook stand CTA