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Customer Success Process

Every business depends on satisfied, happy customers. You want your customers to have more than an “okay” experience. You want customers that utilize your service to meet their goals. To ensure your customer’s success, you need a customer success process.

What is Customer Success?

Customer success goes beyond customer service. Customer service is reactive. A customer has a problem, they make a call or open a chat, and someone helps resolve the issue. The customer drives customer service.

Customer success is proactive. Your company ensures that your service is meeting the needs of the customer. You make sure they understand the service and how it works and respond quickly to any issues, questions, or feedback they may have.

The goal of customer success is to reduce churn. You want customers to stick with your service and renew. That only happens if your service is meeting their needs.

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What Does the Customer Success Process Look Like?

A customer success process isn’t formulaic. It’s tailored to your customers and your service. It should include some or all of the following, though:

Knowing the Customer

Different customers have different needs. A small business that’s just starting out will have different needs and expectations from a medium-sized, established business. You may want to dedicate specialized team members to each type of customer you have.

As soon as your customer has opted into your service (or even before), reach out to them. Identify what their goals are and set milestones for achieving those goals.

Communication

Reach out to your customer regularly. Go beyond the typical “hey, just checking in to see how things are going.” Add value to each communication. This may include tips, tricks, or training materials to enhance your customer’s experience.

Find Key People

In order for a business to utilize your service, you need buy-in from the people that matter—the decision makers. If you have them on board, they’ll utilize your service and onboard their teams as well. The more people using your service within a business, the less likely they are to cancel, which means more money for you.

Coordination

As customer questions or issues arise, it’s the Customer Success team’s responsibility to ensure those problems are solved. This may mean reaching out to different departments within your company to resolve the issue.

Accountability and Expectations

Be clear with the customer about what they need to do on their end to successfully use your service. Set dates and milestones, and celebrate when your customer meets those milestones. If your customer isn’t meeting those milestones, work with them to determine why. They may simply not understand what to do, in which case it’s an opportunity to educate them, or they may just not have time, in which case you can set a new date for meeting the milestone.

Accountability and Expectations

Implementing a Customer Success Process

In order to implement a customer success process, you need to know your company’s strengths and weaknesses. If you’re a start-up, for example, you may not have a system in place yet to track your customer’s experience. If your company is larger and more established, you may just need to tweak the systems already present.

To decide on what customer success looks like for your company, consider your customer. What does implementing your product look like for them? How can you reach out to them at each step in the process?

Though the exact steps will vary, typically a customer will progress through several stages:

1.   First impressions. When a potential customer first hears about your service and begins thinking about how utilizing it will benefit them.
2.   Evaluation. The potential customer learns more about your service and decides whether they want to buy.
3.   Buying. They sign on the dotted line. They want to use your service, but may not be sure exactly how it all works.
4.   Onboarding. You work with the customer to implement your service and tailor it to their needs.
5.   Adaptation. As the customer utilizes your service, there may be tweaks needed. You work with them to adapt your service to meet their needs.
6.   Valued service. The customer relies on your service to meet their needs.
7.   Renewal. The customer continues to utilize your service.

Though there may be some overlap, a customer success process starts when they buy and guides them through onboarding and adaptation. It’s important to ensure a smooth transition through each stage. Clarify who is responsible for each step of your customer’s experience.

Implementing a Customer Success Process

What’s Next?

Once you’ve seen the customer through onboarding and adapting to using your service, it’s time to dial things back a bit. You still want to keep communication channels open, but you may communicate less frequently. It’s time to think about results.

Analysis

Whether your customer implemented your service successfully or not, it’s important to reflect on what happened.

If your customer renewed your service, are they still using it? To what extent? Review available data on their usage. You can also use a more direct approach such as sending out a survey. Ask about how satisfied they are with your service and how you could improve.

If your customer didn’t renew, reach out and find out why. This can give you valuable insight into where you can improve your customer success process. The training materials may need to be broken down more or the service may not have met their needs.

Upsell

Once your customer has renewed their service, think about what else you can offer. As always, look at it from their perspective. What else can you offer them that would improve their experience? Is there a higher package you can offer them as they grow? Let them know you’re there to partner with them and improve their experience.

Conclusion

It takes time to implement a customer success process, but your company depends on it. Take the time to think through your customer’s experience, and reach out each step of the way. Help them meet their goals and build on their success.

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