One of the topics we discussed was 1:many Customer Success. Here are a few of the questions that we discussed:
- How are you structuring your proactive touch points? What challenges have you seen in this structure?
- How do you scale client growth with limited CS resources using best practice techniques and technology?
- What is a good cadence when reaching out to customers who are low touch?
- How do you collaborate with internal teams such as Marketing, Technical Comms, etc.
- What goals do you have for your team? How do you measure the impact of your 1:many program?
- How do you integrate training into a 1:many strategy (what should you charge for? what's critical to renewal?)
- How do you establish the responsibilities between CSM and other customer facing teams (e.g. Customer Advocacy)?
- Are there any tips or tricks for how people have re-used content from Marketing, Education, etc. that have worked well?
- What are the best practices to leverage automation in CoPilot? Should this tool be used as a marketing outreach tool?
- Does 1:many cap out from an effectiveness perspective? What are the types of solutions where this approach is most effective?