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Customer success program prep: a six-point checklist | Insightly Blog
Customer success program prep: a six-point checklist | Insightly Blog

In part one of our three-part series on customer success (CS) we covered the definition and importance of customer success. Now let’s move to the next phase of launching a CS program: preparation.

We cover important steps, like building the right team to drive your efforts, defining customers’ needs, and mapping your process and touchpoints to align with those needs. We then discuss the technology that drives customer success today.

We wrap up by walking you through creating predefined, repeatable practices to streamline each stage of your mapped process and the metrics used to measure your performance.

Preparation is the…

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