The Customer Success Pro Podcast

Anika Zubair

This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale world class CS organization. Each interview will unlock tips, tricks and best practices to help scale your customer success career and company. I will dive into important and relevant topics to help spread knowledge about customer success in order to help companies put the customer at the center of their business. Because at the end of the day when customer are successful, so is the company. Learn more at: thecustomersuccesspro.com

  1. Rethinking Health Scores in Customer Success with Sean Reid

    HÁ 1 DIA

    Rethinking Health Scores in Customer Success with Sean Reid

    Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/cspro Download The Value Storytelling Handbook: https://www.thecustomersuccesspro.com/offers/bwVCZUYL/checkout In this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Sean Reid, an award winning CS leader. They explore why “green” health scores can mask real risk, how to spot hidden churn signals, and why renaming the metric to a Renewal Probability Score improves forecasting and cross functional alignment. Sean explains his model that blends human captured sentiment with product signals, how multithreading and stakeholder engagement change renewal odds, and why NPS should be treated as a trend over time rather than a single moment. The conversation offers practical guidance on structuring sentiment fields in your CRM, coaching teams to score consistently, avoiding a rushed rollout, and turning QBR data into executive ready value stories that drive renewals and expansion. Chapters: 00:00 Introduction 02:40 Meet Sean Reid 10:11 Why “green” accounts still churn 14:45 Multithreading and hidden influencers 22:26 From health score to Renewal Probability Score 25:28 Building the model, 60 to 40 sentiment to signals 34:49 Value storytelling and outcome-focused QBRs 37:10 Rethinking NPS as a trend, not a moment 44:28 Lessons 51:51 Wrap-up Connect with Anika Zubair: Website: https://thecustomersuccesspro.com/ LinkedIn:  https://www.linkedin.com/in/anikazubair/ RevUP Academy: https://thecustomersuccesspro.com/revup Connect with Sean Reid: Linkedin: https://www.linkedin.com/in/sean-reid/ Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

    53min
  2. How to Transform Your  Customer Success Team into a Revenue Driver

    8 DE OUT.

    How to Transform Your Customer Success Team into a Revenue Driver

    Book Anika for your next CS Team Workshop or Event: https://www.thecustomersuccesspro.com/team-event In this episode of the Customer Success Pro Podcast, Anika Zubair discusses the critical need for companies to invest in their customer success teams with the same vigor as their sales teams. She highlights the common pitfalls in customer success training, the importance of building commercial confidence among CSMs, and effective training strategies that can transform customer success into a revenue-driving function. Anika emphasizes the need for practical, hands-on training that equips CSMs with the skills to handle objections, multi-thread accounts, and demonstrate value in every customer interaction. The episode concludes with a call to action for leaders to invest in their teams' growth and capabilities. Chapters 00:00 The Importance of Customer Success Investment 02:41 Common Pitfalls in Customer Success Training 06:01 Building Commercial Confidence in Customer Success 08:50 Effective Training Strategies for Customer Success 11:37 Transforming Customer Success into a Revenue Driver 14:57 Practical Workshops for Customer Success Teams 17:51 The Role of Templates and Frameworks 20:43 Handling Objections and Multi-threading Accounts 23:54 Investing in Customer Success for Future Growth 26:43 Conclusion Connect with Anika Zubair: Website: https://thecustomersuccesspro.com/ LinkedIn:  https://www.linkedin.com/in/anikazubair/ CSM RevUP Academy: https://thecustomersuccesspro.com/revup Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

    39min
  3. How to Build a Scalable Onboarding Program from Scratch with Cara Benecke

    1 DE OUT.

    How to Build a Scalable Onboarding Program from Scratch with Cara Benecke

    Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/cspro In this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Cara Benecke, the Head of Customer Success and Support at Workflex. They discuss the critical importance of building a customer onboarding program from scratch, the challenges faced in establishing customer success as a revenue driver, and the significance of creating 'wow moments' during onboarding. Kara shares her insights on how to effectively engage customers, the necessity of understanding their needs, and the importance of feedback in refining onboarding processes. The conversation emphasizes the need for customer success teams to be proactive, data-driven, and customer-centric in their approach to onboarding and retention. Chapters: 00:00 Introduction to Customer Success and Onboarding 03:34 Building Customer Success from Scratch 11:39 Challenges in Building Customer Success 22:51 The Importance of Onboarding 35:36 Creating Wow Moments in Onboarding 55:22 Key Takeaways for Building Onboarding Programs Download The CS Pro freebies: https://thecustomersuccesspro.com/resources Connect with Anika Zubair: Website: https://thecustomersuccesspro.com/ LinkedIn:  https://www.linkedin.com/in/anikazubair/ CSM RevUP Academy: https://thecustomersuccesspro.com/revup Connect with Cara Benecke: Linkedin: https://linkedin.com/in/cara-benecke/ Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

    1h

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This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale world class CS organization. Each interview will unlock tips, tricks and best practices to help scale your customer success career and company. I will dive into important and relevant topics to help spread knowledge about customer success in order to help companies put the customer at the center of their business. Because at the end of the day when customer are successful, so is the company. Learn more at: thecustomersuccesspro.com

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