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Start up services org: anyone interested in networking?

Happy Friday! I've made a BIIG jump from a mid-size PE-backed company (~100 employees in the services org) to a U.S. start up. I'm pumped! My challenge: to build a services org. Today: we have a small team of implementers. This year: I'd like to define post-implementation services (Support, CS)...



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RE: Success & Support - Competitive Analysis

Hi Matt, I reviewed this a few years ago at my previous company. I found the best source of information was our current customers. This can make for a meaningful reason for an executive to "check in". -Kate -- Kate Current Head of Delivery and Customer Success 414-333-2422 --


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RE: Executive level engagement during an onboarding process

Hi - a few ideas that we have used. Not sure if that really 'creative'... - Drop the executive an abridged quarterly update note via email. A 'no-action' required email that is purely informative, quick read - Provide a financial update via email (usually best if you've been able to bring costs...


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RE: Customer Success Plan Templates

+1 to join robert.asmar@recvue.com -- Robert asmar Director of Customer Success --


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RE: Customer Success Plan Templates

Hey Michael - Thanks for bringing this topic up. One of our Q1 Initiatives at Gain Grow Retain is to focus on building out our Library with Tools/Templates. Here's a version that we created a little bit ago that we've used several times before. Hoping others will upload their versions so we can...

Joint Success Plan [Template, v1.1].docx


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RE: Customer Success Plan Templates

Hi , I am also actively on the hunt for success plans, templates, sales-->CSM handoff, ​marketing must-haves, advocacy programs to mention a few... I recently found some reporting templates Tom Connery's podcast 'Talking Customer Success' I thought to share: https://drive.google.com...


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RE: Customer Success Plan Templates

Thank you :) l.farley@adinstruments.com -- Liam Farley --


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RE: Customer Success Plan Templates

Hi Ramya, Can I get in this too? Regards Saad -- Saad Khan --


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RE: Customer Success Plan Templates

+1 here...would love to join a call about success plans. jason@altrio.com Also theres a company called StrikeDeck that shares success templates/account management templates as part of their cold outreach strategy for finding CS clients....I havent worked with them directly but I did look through...