Business Uncomplicated

Up and to the Right: The Four-Box CS Framework for Predictable Growth


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In this conversation, Reena Bhatia discusses the importance of a structured framework for customer success, emphasizing the need to balance company goals with customer needs. She introduces the 'Up and to the Right' framework, which helps organizations identify necessary versus unnecessary tasks, and highlights the role of customer feedback in shaping these frameworks. The discussion also touches on the integration of AI in customer success, the significance of health scores, and the operationalization of these frameworks to drive meaningful change within organizations.

  • AI is dominating discussions, but frameworks are essential for success.
  • Customer success should focus on value creation for customers.
  • The journey of customer success begins after the sale is made.
  • Understanding the 'Up and to the Right' framework is crucial.
  • Identifying necessary versus unnecessary tasks can streamline processes.
  • Customer feedback is vital in developing effective frameworks.
  • Balancing company goals with customer needs is a complex challenge.
  • Health scores should reflect the customer's viewpoint, not just internal metrics.
  • AI can enhance customer success but should not replace human interaction.
  • Structured change leads to more effective and less painful transformations.
  • ...more
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    Business UncomplicatedBy Rich Nazzaro & Andy Worobel