Customer Success moments that matter

David Skok

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Customer Success moments that matter

There are different ways to think about doing this depending on the size/value of the customer.

We recommend segmenting your customer base, and developing different tactics for each segment:

  • In the high-end accounts, consider a very consultative and high touch personal approach. This can still be highly data driven, to make sure you are only spending time with the customers that need it.
  • In your medium-sized accounts, consider an approach where you intervene just in time. i.e. just when the data starts to show that they’re going off the railroad tracks.
  • In your small accounts consider using as much automation as possible. i.e. use a system like HubSpot or Marketo to automate the outreach to your customers. These communications can be triggered by the data you are collecting to create your Customer Happiness score.

For the automated approach, look at triggering in app messaging based on usage patterns.  Totango have a slide that I like, shown below, that encourages the design of specific processes at each stage of the customer’s lifecycle:

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