Notion Guides

Get all 13 Notion Guides on How to identify customer value, build dedicated CS Plans, turn QBRs into strategic assets, and more in one power pack. Save 20% with the bundle offer.

Customer Onboarding is the most critical step in the Customer Success journey. There’s no second chance to make a great first impression. Delight your customers from the very first moment and verify their purchase decision.

Your customers are not buying your product for its features and functions. It's just a tool to help them get what they care about. Learn how to discover your customers' goals and how they measure success.

Detecting churn risks from obvious signals like low product usage and bad customer health is easy. And when they hit it's often too late to save the customer. Learn how to identify all potential risks in (almost) real-time.

You don't eliminate churn by treating its symptoms over and over. Follow a strategic approach to quantify churn, understand the true reasons why customers are leaving, and prioritize accordingly.

Customer Segmentation is a powerful tool to improve your performance. It helps you to tailor your content and services to different needs and unlock the benefits of increased focus and higher repetition.

The quality of your customers determines your performance as a CSM. Take things into your own hands and reverse-engineer your ICPs from your existing customers. Share it with all other teams to build company-wide alignment.

Many CSMs fail to automate their content and services because they don't follow a proper process. In the end, they spend more time fixing the caused issues than they've saved. Learn how to scale without fail.

A Customer Success Plan is not an internal document meant to collect virtual dust in an archive. It's a shared roadmap that outlines the steps to achieve your customers' desired outcomes.

Quarterly Business Reviews are often treated as a chore to check from a list. But if done right they are a powerful asset for Customer Success Controlling. Learn how to make them engaging and insightful.

Never assume that your customers are aware of all the value they get. Seize every opportunity to actively demonstrate how you positively impacted their lives. Learn how to communicate it effectively.

Customer Success does not happen by accident, it’s engineered. You need to build a full-grown program leading customers to the promised land accurately and repeatedly.

Your mission as a CSM is to provide customers with solutions for their problems. It requires to clearly understand what’s bothering your customers and where it’s coming from. Learn how to get at the bottom of your customers problems.

Customer Success Management is a money printer. You can grow your customers 5-10x their initial size. You can get an infinite amount or referrals. Learn how to monetize Customer Value.