Course 07 of 08
Customer success
Tell customers when their request ships, and catch churn risk while there is still time.
Start lesson 2115 lessons, about 21 minutes
After this course
You’ll be able to
- Connect where you announce releases
- Score every account automatically
- Read a customer's health, ARR and renewal at a glance
- See each account's stage, and why
- See what changed overnight
- See your whole portfolio at a glance
- Rank trials by how likely they are to buy
- See every open deal by stage
- See every contract and renewal in one list
- Find customer evidence by theme
- Choose reports for risks, issues and praise
- Find every Success setting in one place
- Find the commitments that need a response
- Find the customer history in one place
- Define the customer journey
Lessons
about 21 minutes
Lesson 21 · 7 steps
Close the feedback loop automatically
Match each release to the customers who asked for it, and draft the follow-up.
1 min 21 s
Lesson 22 · 7 steps
Build a customer health score
Templates, rules and weights, preview and publish.
1 min 37 s
Lesson 53 · 7 steps
See one customer on one page
Health, revenue, risk, plan, and every conversation.
1 min 9 s
Lesson 28 · 8 steps
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
1 min 31 s
Lesson 29 · 6 steps
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
1 min 13 s
Lesson 30 · 7 steps
See your whole book of business
Portfolio health, renewals and the accounts at risk.
1 min 14 s
Lesson 40 · 7 steps
Know which trials will convert
Scores, next actions, and what counts as a trial.
1 min 18 s
Lesson 31 · 6 steps
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
1 min 7 s
Lesson 47 · 7 steps
See which contracts need you
Renewals, risk, and contract details.
1 min 16 s
Lesson 32 · 7 steps
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
1 min 25 s
Lesson 61 · 7 steps
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
1 min 14 s
Lesson 68 · 8 steps
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
1 min 39 s
Lesson 69 · 6 steps
Who owns the next follow-up?
Customer commitments, task ownership and handoff context.
1 min 29 s
Lesson 70 · 8 steps
Where is the full customer context?
People, companies and the work attached to each record.
1 min 50 s
Lesson 81 · 8 steps
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.
2 min
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