One Vital Question 16: Tips for CS Teams To Go From Reactive to Proactive

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Vitally asked eight Customer Success leaders: "How can Customer Success teams become more proactive than reactive?"

Skip to:

  • 00:00 Intro
  • 00:12 Implement a customer maturity model
  • 01:18 Focus on account plans
  • 03:41 Learn why some customers leave and others buy more
  • 05:31 Be crystal clear on what success looks like to your customer
  • 06:33 Make sure that there's time allocated to proactive work and that it's prioritized
  • 08:23 Create self-service resources to answer common questions
  • 09:21 Use reactive moments as an opportunity to provide additional value
  • 11:50 Ask more questions to uncover customer needs

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