Thanks to everyone who joined the “Day-In-The-Life” as a Leader Of Customer Success at Gainsight session, seeing how one of Gainsight's Customer Success Leaders uses the platform to keep their team on track.
Key Takeaways:
- Having a dashboard that can be filtered up and down - from an individual contributor or CSM - all the way up to the CEO - to really understand your business
- Using filters allows you to use this dashboard to run successful 1:1s with a CSM or your own leader,
- Make sure your customers validate the value they’re gaining from your business by showcasing a “Verified Outcome” - also helping coach your client on the value that they’re getting, so they can share with others on your behalf!
- See how a process for Risks - especially escalated risks - can help mitigate potential churns, prioritizing those that are most important to the top!
- Stay engaged with multiple personas through robust workflows and tracking to ensure that your CSMs are meeting with the right people at the right cadence
Were you unable to make the session and have more questions? Feel free to ask away in the comments 👇