ClientSuccess Master Classes

Usage Data

• Usage Data: How to Ingest It and Use It to Power Your Customer Strategy

Automation

• The Digital Touch - Customer Success at Scale

Scorecard

• Designing a Scorecard that Helps Drive Non-linear Goals

Revenue Manager

• Tracking and Managing Upsell, Cross-Sell and Down-Sell Revenue in ClientSuccess

Engagements

• Managing and Optimizing Engagement Tracking in ClientSuccess

Reporting

• Customer Pulse Reason Report: How to Win Hearts and Change Minds at the Executive Table
• Engagement Report: How to Effectively Plan for CSM Capacity with Data to Prove It
• The Renewal Health Report - How to Log Your Way to a Crystal Clear Visual Forecast
• Reporting - Managing the Metrics that Power Your Business

SuccessScore

• SuccessScore: Defining, Designing and Mastering Customer Health in ClientSuccess

Goals

• Goals: Building, Tracking and Reporting on Success

SuccessCycles

• Powering Your Playbooks with SuccessCycles

Pulse Scores

• Mastering the Pulse Score