20: Creating Proactive Customer Success Teams & Processes

We all know that customer success more often than not starts in the trenches fighting fires with your customers, your sales teams and your product teams and working in that mostly reactive mode and mindset. But for us to help our customers achieve the outcomes that they need to, to be successful, how do we make that shift to being proactive in how we work and then going one step further to being predictive and driving value for your customers based intuitively on where they are in their customer lifecycle and their specific level of engagement and behavior and not having to wait until they call you or you schedule that regular call. You need to figure out: • Why we need to be reactive to start • What are the next steps for our CS teams to grow and develop • What else do we need to look at beyond just CSMs down in the trenches Come join us for this unplugged conversation with the two leading Jasons in customer success. Jason Noble, a UK based visionary customer success executive and leader, and Jason Whitehead, a US based customer success and software adoption leader, discuss a variety of topics and issues of importance in the field of customer success. Watch other episodes of The Jasons Take On... and register for upcoming live episodes at: thejasonstakeon.com/ Learn more about Tri Tuns at: trituns.com/ Join The Jasons Take On... group on Linkedin: trituns.co/TheJasonsLI