How do you achieve MAXIMUM Success?

Welcome to the intro of Plan B Success! Let's begin with my philosophy of life and how we need to look at it to keep control of what we want from it.

Most Customer Success Managers focus on perfecting the art of creating a success plan in order to maximize value for their customers, increase adoption, and ensure the renewal.In this podcast episode, Senior CSM at BuyerAssist, Dhananjay Tate, shares his perspectives on how he treats his success plans as a MUTUAL undertaking.During the creation of a success plan, DJ aligns himself with his customers to better understand their business problems as well as their desired outcomes. As a result, his mutual success plan captures all the conversations he has with customers, creating a single unified view for all clients and internal stakeholders.Here are some of the topics included in this session with DJ:✔ The benefits of mutual success plans✔ Introducing changes to the process of developing success plans✔ Creating a customer journey success plan✔ Three phases of onboarding✔ Improving the success plan process✔ Defining your customer’s initiatives for each phase in the journey✔ The difference between MBR, QBR, and EBR for mutual success plans. ✔ How to report the progress of a Success PlanListen to the full episode now!◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Blog: Why do you need Mutual Success Plans for Customer Success?https://bit.ly/3wVLrV5📑 Blog: How to Develop an Effective 90-Day Customer Success Planhttps://bit.ly/3wUFqI2🎥 Video: SUCCESS PLANS, Tips, and Best Practices for CShttp://bitly.ws/cUyU🎥 Video: How to Best OPTIMIZE Your CUSTOMER SUCCESS PLANhttp://bitly.ws/cUyd⏬ Download: Technology Stack for Customer Success Teamshttps://bit.ly/3Imn1su🛒 Book: Reimagine Customer Success: Designing Organizations Around Customer Valuehttps://amzn.to/3wCxKdh◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter

In this episode, we explore the vital role of success plans for customer success managers in meeting customer needs efficiently. Join me with Anika Zubair, the co-founder of CSM LDN, to uncover Anika's approach to developing a customer success plan process and strategy for her team. Here are the key highlights:A Success Plan, similar to a project plan, outlines essential steps and strategies for achieving customer outcomes.Even in a pooled CSM model, a lighter version of the traditional Success Plan can be utilized effectively.Defining key initiatives and measurable success indicators is crucial for specific use cases.CSMs gain valuable feedback from customers by reviewing proposed success plans.Regular reevaluation of the success plan strategic framework is necessary.Leading and lagging indicators are instrumental in assessing the success plan's effectiveness.Success plans empower CSMs to reach their goals and deliver valuable customer services.CS team leaders must communicate goals, strategies, and deadlines strategically to evaluate the efficacy of the success plan process.Join us as we delve into the world of customer success management and learn from Anika Zubair's expertise on developing effective success plans. Discover how these plans can optimize customer satisfaction and drive business growth.🎥 Dive into the full video here:  https://youtu.be/4jZgcAFP9HE◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:🎥 Video: SUCCESS PLANS, Tips, and Best Practices for CShttps://bit.ly/3z20P3a🎥 Video: How to Best OPTIMIZE Your CUSTOMER SUCCESS PLANhttps://bit.ly/3PseN3w🎥 Video: How to create SUCCESS PLANS that don't SUCKhttps://bit.ly/3xe7FAf📑 Blog: How to Develop an Effective 90-Day Customer Success Planhttps://bit.ly/3wUFqI2 📑 Blog: Designing a Profitable Customer Success Frameworkhttps://bit.ly/3yke4uA📻 The Customer Success Channel Podcasthttps://bit.ly/3UWgyw1◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter

What Is the Need for a Success Plan in Customer Success?It is just as important to have a success plan for customer satisfaction and delivering success to your customers.Having a customer success plan in place, to prove value to your customers, alleviate their fears, and boost your company's revenue, is essential.“Customer Success Planning is about doing the research on your customer and doing the research on the industry of your customer.” - Violaine YziquelIn this podcast episode with Violaine Yziquel, Director of Customer Success at Slack, discussed another burning topic in the Customer Success community: optimizing your Success Planning process.Now, are you ready to make the change and start to develop your Customer Success Plan with your customers? ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Blog: How to Develop an Effective 90-Day Customer Success Planhttps://bit.ly/4bZN1Yc🎥 Video: SUCCESS PLANS, Tips, and Best Practices for CShttps://bit.ly/49VbwUy🎥 Video: How to create SUCCESS PLANS that don't SUCKhttps://bit.ly/3wEgNSj⏬ Download : Violaine's FREE Success Plan templatehttps://bit.ly/3UUYgeD◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter