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READY?	

Customer Success Summit ! !	

 @ryan_engley
HOW!
not!
TO GROW A
CUSTOMER SUCCESS
TEAM IN A STARTUP	

Customer Success Summit ! !	

 @ryan_engley
photo of old
Unbounce	

Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley	

Image courtesy Totango: http://blog.totango.com/2013/09/pro-customer-company-is-all-about-first-value/
Much Trials	

So Targets!	

How Customers	

WOW
19%	

Customer Success Summit ! !	

 @ryan_engley
1	

PEOPLE HAD NO
IDEA WHAT
CUSTOMER
SUCCESS DID	

Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
wha’!
happen?
2	

WE COULDN’T
MEASURE THE
CUSTOMER
SUCCESS
TEAM’S IMPACT	

Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley	

Called all new trials	

Surveyed Customers	

NPS	

 Monitored user
behaviour	

Engaged inactive customers	

Onboarded with
lifecycle emails	

Actually answered the
phone	

Shared feedback with
product team	

Solved bugs with QA	

Live Chat	

Sent swag	

Hosted meet ups	

Monitored
Churn	

Newsletter	

Demos
Customer Satisfaction!
96%
3	

MY TEAM WASN’T
MOTIVATED	

Customer Success Summit ! !	

 @ryan_engley
How do you build a
motivated customer
success team!
that visibly & measurably!
contributes to your company’s success?	

Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Customer Success Summit ! !	

 @ryan_engley
Don’t Focus on 

What You Do	

Customer Success Summit ! !	

 @ryan_engley	

(nobody cares)
1	

Customer Success Summit ! !	

 @ryan_engley	

BUILD YOUR
OWN CUSTOMER
LIFECYCLE
2	

MEASURE KPIs
BETWEEN EACH
PHASE	

Customer Success Summit ! !	

 @ryan_engley
3	

BUILD YOUR
TEAMS AROUND
YOUR KPIs	

Customer Success Summit ! !	

 @ryan_engley
CUSTOMER
SUCCESS	

is
COMPANY SUCCESS

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