agenda of customer success podcast
scoping
Try to locate the responsibilities of CSM in different industries through in-depth interviews
Describe Your Industry
You can define it in one sentence, explain it through business goals, or use three keywords to discuss it.
Describe the Value or Positioning of “Customer Success” in Your Industry
You can explain its value or positioning, or use a metaphor to describe the role of a customer success manager in your industry.
CSM Manager
Freight Management Industry
KPI
Please describe the key KPIs for your current position.
Describe Your Industry
You can define it in one sentence, explain it through business goals, or use three keywords to discuss it.
Describe Your Product/Service
You can provide several scenarios where your service and products are used, or describe it through the business goals of using this service.
CSM
Cloud Technology industry
agenda of customer success podcast
tips
Share your own methods and
experiences in taking care of
customers
Techniques
Not limited to a specific industry, but should be something that has been practically adopted and found to be highly efficient for client success in a professional context.
CSM
Social CRM Industry
Specificity
Describe the scenario as specifically as possible, along with your techniques.
Replicability
Imagine applying this technique to other industries and using it for other Customer Success Managers (CSMs).
Strategy
Try to describe a strategy that can help your clients succeed. The suggestion should be a workflow or technical model specific to a particular industry.
Depth
This topic requires the deepest possible description, combining industry background and professional knowledge. Depth is defined as something that people in the same industry would find very relatable
CSM
AR VR MR Industry
agenda of customer success podcast
Story
Share inspiring customer success stories
Content
This can include specific performance achievements, the value of the team, or personal emotions and career aspects.
CTA (Call to Action)
After hearing this story, what are the next steps for you? How can you empower your team? How can you empower yourself? How do you want to continue striving with this inspiration?
CSM
Cloud Services Industry
Definition
A concept that helps you recognize the value of a Customer Success Manager (CSM) and their importance to the industry, which must be related to the customer.
Specificity
Describe the scenario and story as specifically as possible.
CSM
Martech Industry
