Guides

#6-Automation & AI
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#6-Automation & AI

Think of automation as training a super-reliable personal assistant who handles all the repetitive tasks so you can focus on the work that actually requires human smarts.

While you can automate pretty much any process, the secret sauce for customer success teams lies in three key areas.

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#5-KPIs
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#5-KPIs

Managing clients without tracking KPIs is like trying to navigate with your eyes closed - you might get somewhere, but probably not where you wanted to go.

We break down the essential metrics that help understand if your customers are dancing with joy or quietly planning their exit.

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#4-Expansion
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#4-Expansion

Growing revenue from existing customers is key.

This guide explains how to get to that sweet spot where customers actually want more of what you're offering because they see the value.

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#3-Onboard, Adopt, Renew
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#3-Onboard, Adopt, Renew

We're diving deep into the tactical playbook that takes you from first contact to renewal, with insider strategies gleaned from my 10 years experience at various B2B SaaS companies.

We show you how to not just keep customers, but make them so successful they'll be your best advocates.

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#2-The CS Lifecycle
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#2-The CS Lifecycle

We're diving into how to transform your CS approach from reactive firefighting to proactive value creation.

Part strategy guide, part practical toolkit, this approach will help you map out a crystal-clear journey from initial contact to renewal.

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#1-Retention vs Churn
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#1-Retention vs Churn

Why customer retention is the mission & vision of any CS team.

We show you how to uncover what your customers actually need and how to build a strategy that turns those insights into measurable success for them.

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