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In this episode, Anika Zubair discusses the importance of transitioning from a reactive to a proactive customer success strategy. She outlines a step-by-step approach to building a proactive customer success organization, emphasizing the need to define success from the customer's perspective, map the customer journey, automate touchpoints, and regularly review strategies. The episode provides actionable insights for customer success professionals to enhance their effectiveness and drive customer outcomes.
Get your FREE QBR Revenue Guide: https://thecustomersuccesspro.com/resources
Chapters
00:00 The Shift from Reactive to Proactive Customer Success
03:05 Building a Proactive Customer Success Strategy
05:57 Defining Success for Customers
08:47 Mapping the Customer Journey
12:07 Automating Touch Points for Efficiency
15:00 Creating a Risk and Opportunity Framework
17:49 The Importance of Regular Strategy Review
Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn: https://www.linkedin.com/in/anikazubair/
CSM RevUP Academy: https://thecustomersuccesspro.com/revup
Grab our FREE resources here:
https://thecustomersuccesspro.com/resources
Want to be our next podcast guest? Apply here:
https://www.thecustomersuccesspro.com/podcast-guest
Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
By Anika Zubair5
77 ratings
In this episode, Anika Zubair discusses the importance of transitioning from a reactive to a proactive customer success strategy. She outlines a step-by-step approach to building a proactive customer success organization, emphasizing the need to define success from the customer's perspective, map the customer journey, automate touchpoints, and regularly review strategies. The episode provides actionable insights for customer success professionals to enhance their effectiveness and drive customer outcomes.
Get your FREE QBR Revenue Guide: https://thecustomersuccesspro.com/resources
Chapters
00:00 The Shift from Reactive to Proactive Customer Success
03:05 Building a Proactive Customer Success Strategy
05:57 Defining Success for Customers
08:47 Mapping the Customer Journey
12:07 Automating Touch Points for Efficiency
15:00 Creating a Risk and Opportunity Framework
17:49 The Importance of Regular Strategy Review
Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn: https://www.linkedin.com/in/anikazubair/
CSM RevUP Academy: https://thecustomersuccesspro.com/revup
Grab our FREE resources here:
https://thecustomersuccesspro.com/resources
Want to be our next podcast guest? Apply here:
https://www.thecustomersuccesspro.com/podcast-guest
Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

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