The Customer Success Library: Table of Contents

The resources listed below are just some of what will be available shortly as older entries are updated and new content is readied for publication. If you have resources that you would like to share with the worldwide Customer Success community, please contact us.

The Customer Success Library: Table of Contents

Contents:

The Customer Tiers Analysis Worksheet (+ downloadable spreadsheet)

The Customer Success Budget – A Tactical Template (+ downloadable spreadsheet)

The State of Data Onboarding 2020 (+ downloadable pdf document)

An Effective Customer Onboarding Checklist (+ downloadable pdf document.)

Customer Success Metrics That Matter (+ a downloadable spreadsheet.)

The Customer Success Forum (on LinkedIn; over 52K members worldwide)

Some Things Haven’t Changed – A video session from the very first Customer Success Conference

Strategy *

Process *

People *

Technology *

The Customer Success Index *

Setting Appropriate Expectations for Support *

Hours of Operation *

Customer Usage of Support *

Access Channels *

Categorization of Service Requests *

Volume of Service Requests by Category *

Resolution of Service Requests *

Metrics *

Commentary *

Data, Methodology and Results *