These are some of the tools we've picked up along the path. They've served us well for a certain period of time. Each tool has a vintage year and purpose which is detailed below. They are yours now. We hope they serve you well.
To start the conversation around Customer Success compensation, we offer a v1 blueprint for how one might approach this decision. Incentives guide behavior, and behavior lead to outcomes. That said, a question to ask yourself is: what is the #1 most important metric I want my Customer Success team to achieve? Retention? Usage? Adoption? Value? Expansion?
equity dilution simulation
Explore scenarios for founder's equity, fundraising, option pool size, dilution, and valuations.
customer journey map
One of the biggest SaaS challenges is serving diverse customer needs. There is no silver bullet. What you need? A customer journey map. Start the conversation by bringing this framework to your next cross-functional meeting to seek feedback on how your company can engage your customers with different levels of sophistication and maturity.
Let your customers do the talking. Simplify. All sales and customer success humans should be on the same page. Therefore, bring your best customer stories to life!
CSM job levels
All too often career development conversations are a haphazard compilation of subjective manager opinions and recency bias. Below is a blue print for building CSM job levels for your team to enable objective career development conversations to ultimately increase CSM performance, reduce CSM attrition, and increase transparency across Customer Success