Produced by
A CCO’s Framework For
Customer Success Maturity
Omer Gotlieb, CCO & Co-Founder, Totango
@omergotlieb
What is your maturity level?
FIRE FIGHTING DRIVING VALUE
PROACTIVELY
REDUCING
CHURN
PERFORMING
CPR
STAGE 0 STAGE 3STAGE 2STAGE 1
PERFORMING
CPRNo Customer Success Team
No formal success plans
HOW DO YOU IMPROVE?
Get organizational buy-in to make customer
success a priority
Develop system and process for handling
emergency accounts
Build a Customer Success team!
FIRE FIGHTING
Focus is on at-risk accounts
Limited team resources
HOW DO YOU IMPROVE?
Develop system and process for handling
emergency accounts
Map your customer journey
Ensure company-wide understanding of the
role of customer success
PROACTIVELY
REDUCING
CHURNBasic account monitoring in place
HOW DO YOU IMPROVE?
Segment customers based on their stage in the
customer journey
Develop engagement and action plans for both
healthy and at risk customers
Ensure that your system can scale by adding in
automation
Customer accounts have health scores
DRIVING VALUE
Proactively engage with customers
Focus on growth and innovation
HOW DO YOU IMPROVE?
Continually fine tune your processes using data
from churned and renewed customers
Use delivery of business value and account
expertise to renew and cross sell
You provide best practices, share data insights
and, encourage use of the full product
QUESTIONS?
Email: ogot@totango.com
THANK YOU
CUSTOMER SUCCESS TECHNOLOGY REIMAGINED

A CCO'S FRAMEWORK FOR CUSTOMER SUCCESS MATURITY

  • 1.
    Produced by A CCO’sFramework For Customer Success Maturity Omer Gotlieb, CCO & Co-Founder, Totango @omergotlieb
  • 2.
    What is yourmaturity level? FIRE FIGHTING DRIVING VALUE PROACTIVELY REDUCING CHURN PERFORMING CPR STAGE 0 STAGE 3STAGE 2STAGE 1
  • 5.
    PERFORMING CPRNo Customer SuccessTeam No formal success plans HOW DO YOU IMPROVE? Get organizational buy-in to make customer success a priority Develop system and process for handling emergency accounts Build a Customer Success team!
  • 7.
    FIRE FIGHTING Focus ison at-risk accounts Limited team resources HOW DO YOU IMPROVE? Develop system and process for handling emergency accounts Map your customer journey Ensure company-wide understanding of the role of customer success
  • 9.
    PROACTIVELY REDUCING CHURNBasic account monitoringin place HOW DO YOU IMPROVE? Segment customers based on their stage in the customer journey Develop engagement and action plans for both healthy and at risk customers Ensure that your system can scale by adding in automation Customer accounts have health scores
  • 11.
    DRIVING VALUE Proactively engagewith customers Focus on growth and innovation HOW DO YOU IMPROVE? Continually fine tune your processes using data from churned and renewed customers Use delivery of business value and account expertise to renew and cross sell You provide best practices, share data insights and, encourage use of the full product
  • 12.
  • 13.
  • 14.

Editor's Notes

  • #4 What is your Customer Success Maturity level? https://www.polleverywhere.com/multiple_choice_polls/DfEtTKtjWAa22VJ