The Customer Success Playbook

Post Game - Navigating the First 90 Days as a Customer Success Leader

January 29, 2024 Kevin Metzger and Roman Trebon Season 2 Episode 3
Post Game - Navigating the First 90 Days as a Customer Success Leader
The Customer Success Playbook
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The Customer Success Playbook
Post Game - Navigating the First 90 Days as a Customer Success Leader
Jan 29, 2024 Season 2 Episode 3
Kevin Metzger and Roman Trebon

In this episode of the Customer Success Playbook, Kevin and Roman discuss the topic for January: Navigating the First 90 Days as a Customer Success Leader.  This month they talked with Marcus Vasell and discussed his Customer Success Maturity model in their interview. Reviewing how an organization moves from Crawl to Run across it's processess, People and technology. 

Kevin and Roman also discussed the article they published 

Navigating the First 90 Days as a Customer Success Leader: A Strategic Playbook for Startups and Mid-Size Companies


The article is broken down into:
First 30 Days - Knowledge Collection: Dive deep into your company's products, services, and customer needs. Establish a foundation for informed decision-making.

Days 31-60 - Strategy Development: Analyze the gathered data to form robust CS strategies, focusing on customer segmentation, journey mapping, and team organization.

Days 61-90 - Execution and Future Planning: Implement strategies with a clear vision, ensuring scalability and adaptability for the CS team.

✨ The guide emphasizes the importance of continuous improvement and adaptation in the ever-evolving business landscape. It's not just about strategies but also about building relationships and understanding customer needs.

Learn more about it in this podcast and check out the article here. 

Please Like, Comment, Share and Subscribe.

You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

You can find Roman at:
Roman Trebon on Linked In.

Show Notes

In this episode of the Customer Success Playbook, Kevin and Roman discuss the topic for January: Navigating the First 90 Days as a Customer Success Leader.  This month they talked with Marcus Vasell and discussed his Customer Success Maturity model in their interview. Reviewing how an organization moves from Crawl to Run across it's processess, People and technology. 

Kevin and Roman also discussed the article they published 

Navigating the First 90 Days as a Customer Success Leader: A Strategic Playbook for Startups and Mid-Size Companies


The article is broken down into:
First 30 Days - Knowledge Collection: Dive deep into your company's products, services, and customer needs. Establish a foundation for informed decision-making.

Days 31-60 - Strategy Development: Analyze the gathered data to form robust CS strategies, focusing on customer segmentation, journey mapping, and team organization.

Days 61-90 - Execution and Future Planning: Implement strategies with a clear vision, ensuring scalability and adaptability for the CS team.

✨ The guide emphasizes the importance of continuous improvement and adaptation in the ever-evolving business landscape. It's not just about strategies but also about building relationships and understanding customer needs.

Learn more about it in this podcast and check out the article here. 

Please Like, Comment, Share and Subscribe.

You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

You can find Roman at:
Roman Trebon on Linked In.