HAPPY CUSTOMERS ARE YOUR BEST CUSTOMERS

Our best Customer Success thinking will help you move from reactive to proactive.


Start With The Fundamentals: “What is CS” + Your Customer Journey

Customer Success can seem complex - but it doesn’t have to. Our CS Fundamentals playbook demystifies the process of building a Customer Journey and helps you focus your efforts on the key “moments of truth” that matter the most to your customers.

Codify Your Customer Success Playbooks

Scale your CS team and craft repeatable playbooks to handle common scenarios along the customer journey.

Measuring NPS: Are your customers happy? Do you know?

Happy customers are the best sales + marketing tool you have. Use NPS to gather valuable feedback from your customers to help you prioritize, focus, learn and increase customer loyalty.

Driving repeatable references: How SurePoint built a referral engine

Customer references are powerful. They help accelerate trust while selling and provide social proof that “we’ll work for you too.” Building a reference program is hard work - but we share some secrets from the portfolio that can give you a head start.


On this episode, Jay Nathan (Founder of Customer Imperative) joins Paul Stansik to share how companies can be more intentional in building intimacy and delivering value to their customers. We talk about how his consulting firm builds customer success teams, how business leaders get this wrong, and the baby-steps that anyone can take to "make the renewal a no-brainer."