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Customer Success
Driven By Sales
!
Kevin Ramani
kevin@close.io
What is Customer
Success?
•Usage
•Churn
•Success
Qualifying for fit
Pre-Sale
Qualifying for risks
Pre-Sale
Setting the right expectations
Pre-Sale
Selling the on-boarding
experience
Pre-Sale
Push for contract or
prepaid
Pre / Post Sale
Up-sell / Referrals
Post Sale
Turning problems into
opportunities
Post Sale
Address Root Cause
Post Churn
Selling the value of extra
attention
Post Churn

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