Gain Grow Retain

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

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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

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