How customer success teams can leverage 'Success Plans' | Dave Duke, MetaCX

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This is a podcast episode titled, How customer success teams can leverage 'Success Plans' | Dave Duke, MetaCX. The summary for this episode is: <p>A fun back and forth with <a href="https://www.linkedin.com/in/daveduke26/">Dave Duke</a> of <a href="https://metacx.com/">MetaCX</a> around the Idea of 'Success Planning' for customer success teams...</p><ul><li>Success planning looks very similar to account planning that's been around for a number of years</li><li>Success planning starts within the sales cycle and gets pulled through the customer success team as the customer enters the customer journey</li><li>The 'Success Plan' changes over time as the relationship with the customer changes</li><li>'Success Plans' should be thought about differently as you overlay them over your customer segmentation&nbsp;</li></ul><p><br>--<br>This podcast is brought to you by Jay Nathan and Jeff Breunsbach of Customer Imperative, where we help B2B SaaS organizations build growth &amp; retention strategies. Learn more at <a href="https://customerimperative.com/">https://customerimperative.com/</a><br><br>Jay Nathan: <a href="https://www.linkedin.com/in/jaynathan/">https://www.linkedin.com/in/jaynathan/</a><br>Jeff Breunsbach: <a href="https://www.linkedin.com/in/jeffreybreunsbach">https://www.linkedin.com/in/jeffreybreunsbach</a></p>

DESCRIPTION

A fun back and forth with Dave Duke of MetaCX around the Idea of 'Success Planning' for customer success teams...

  • Success planning looks very similar to account planning that's been around for a number of years
  • Success planning starts within the sales cycle and gets pulled through the customer success team as the customer enters the customer journey
  • The 'Success Plan' changes over time as the relationship with the customer changes
  • 'Success Plans' should be thought about differently as you overlay them over your customer segmentation¬†


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This podcast is brought to you by Jay Nathan and Jeff Breunsbach of Customer Imperative, where we help B2B SaaS organizations build growth & retention strategies. Learn more at https://customerimperative.com/

Jay Nathan: https://www.linkedin.com/in/jaynathan/
Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach