Customer Journey

Scaling CS: Segmentation, Automation and Excogitation

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I had the great opportunity to serve earlier this week as a panelist on UserIQ’s “Customer Success & Trends for 2017” webinar alongside Alex Obikhod of VMWare and Lawton Ursrey of Sage. We had a great turnout and discussed some of the most pressing trends in Customer Success (recording link to follow). The one trend that is foremost in my mind, and is applicable to every trend we discussed, is CS scalability.

timschukarScaling CS: Segmentation, Automation and Excogitation
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The Business of Customer Success

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Unabashed caveat: I will be facilitating a talk on the Business of Customer Success at the Customer Success Association Conference in Seattle on August 18, 2016.  This post will help solidify the overall layout and will hopefully serve as reference material for those in attendance.  Brace yourselves… it’s a long one.


Before we get lost in the details, it helps to take a step back and remember the basic steps to design, implement and monitor your Customer Success (“CS“) organization.

  1. Define the value proposition for your CS team (cost reduction, revenue generation and risk reduction, etc.).
  2. Baseline your current state of KPIs
  3. Select set of desired business outcomes
  4. Identify the drivers to meet your business outcomes and track them as you implement.

If/when you get lost, always come back to these steps for guidance.

timschukarThe Business of Customer Success
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Frictionless Entry / Max Friction Exit

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I hear CS practitioners talk all the time about providing a frictionless experience with their clients to ensure quick onboarding, quick time-to-value, additional cross/upsell, etc. All of these are great and should be the focus of your CS efforts. However, in today’s low-barrier to entry world, you also need to make sure you are creating a max friction exit experience.

timschukarFrictionless Entry / Max Friction Exit
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Customer Success Financial Metric Primer v2

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This quick follow up to yesterday’s post is driven by some questions I received on financial metrics to monitor for Customer Success teams.  Payback period and CLV and great high-level metrics, but they really only take into account the classic costs of Sales and Marketing spend and hope your CLV/CAC ratio is high enough to get you profitable.  For today’s Customer Success focused organizations, you really need to take into account Customer Retention Costs (“CRC”) as well.

timschukarCustomer Success Financial Metric Primer v2
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UCS: Communication is a Two Way Street

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In the middle of an onsite Periodic Business Review (“PBR” – not to be confused with Pabst Blue Ribbon, hipsters), one of our more difficult executive clients suddenly blurted out,

“You guys just came out to review our data and show us where we can get better?”

Both my CSM-trainee and I were not sure how to take his comment.  Was his incredulity good?  I went on to explain that we partner with our clients to ensure they are not only attaining their expected value from sign-up, but that they continue to get incremental value throughout their life on the platform.  After we reviewed his data, calculated his ROI and teased upcoming features, we engaged in a frank and meaningful conversation around his business needs and challenges.  By then end of the meeting, we had changed a skeptical executive into an enthusiastic sponsor.

But don’t think a periodic onsite will solve all of your customer ills…

timschukarUCS: Communication is a Two Way Street
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4 Critical Elements to Customer Health

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Almost all subscription companies track the health of their customer in some combination of excel sheets, CS software, customer surveys, QBRs, CSM surveys and NPS/CSat scores.  It is no surprise that customer lifetime value is maximized through retention.  However, these same companies are then often surprised when “green” clients churn.

timschukar4 Critical Elements to Customer Health
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Manage, Measure & Modify

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The Goal

In 1984, Eliyahu Goldratt published the bestselling novel, The Goal, detailing common process struggles and the inherent theory of constraints.  While this book focused on the manufacturing industry, the theory can just as easily be applied to any industry.

As a gross boil down (we are talking molasses here), the theory revolves around the redefining all aspects of your business in terms of throughput, inventory and operational expense.  One then repeatedly measures and optimizes the entire process by maximizing productivity at identified constraints as opposed to maximizing productivity at each step in the process.

timschukarManage, Measure & Modify
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AEs, SEs and CSMs, Oh My!

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We Can Do What Now?!

I can’t count how many times my team has scrambled to manage client expectations and/or delay an implementation to give the dev team time to throw together a solution to fulfill a sales promise.  These often half-baked solutions then wreak havoc on your code base.  …which wreaks havoc on your implementation team … and CSMs … and support team … and ultimately results in lower NPS and higher churn.

So burn all Account Executives (“AEs“) at the stake, right?  AEs, don’t worry, I’ve got your back…

timschukarAEs, SEs and CSMs, Oh My!
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Defining Your Customer’s Journey

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How Not to Plan a Journey

Between my junior and senior year of college, I decided to study Kung Fu with Shaolin Monks in China.  I Googled a westerner-friendly school, bought a flight, notified my parents, touched down in China, and hired a driver to take me to a mountain school east of Mongolia – all in the span of about two weeks.  Needless to say, my parents freaked, expedited their passports, and stood ready to make my extraction.

I could have better prepared them for my journey by mapping out the entire summer, managing their expectations at each stage and ensuring timely check-ins.  Instead, I came back to harried parents with my Steven Seagal ponytail – not good looks for any of us… but I learned from both mistakes.

timschukarDefining Your Customer’s Journey
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Human Horsepower

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All Hat – No Cattle

I have a friend with a Lamborghini.  His social media is filled with photos of him in and around this mean looking vehicle.  But that’s about as far as the envy goes.  This “Lamborghini” is actually a kit car built on a Fiero frame and 2.6L engine.  As long as his car is not running… and viewed from a distance… under soft lighting… by a non-car person… everything is good.  Otherwise, even racing against a Yugo would be ill advised and laughable.

Many of today’s SaaS companies are operating on this “kit car” approach.  They know the right things to say and the right way to position, but when it comes to putting the pedal to the metal, there is a lot to be desired – without the right engine, you won’t go far.

timschukarHuman Horsepower
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