3 Ways to Promote Productivity & Proactivity

CSM Hero Journey for Productivity Illustration

Many customer success organizations still work with a high-touch approach. If asked, they will admit that their job is to do anything for the client. This approach is not scalable, time-consuming, and what is worse, hands over control of the journey to the client instead of leading it.

In this blog post, we’re going to address how to make the customer success team more proactive. We are also going to focus on specific steps one needs to take to be less reactive and why this would help customer success teams to scale.

Changes: Be Proactive Around Product Updates

Whenever a new product or feature is launched, most customer success managers will attempt to either send out a personal email or schedule a training session with their customers to educate them about how to use the new module.

This is highly time-consuming and if you have more than a handful of customers, the approach is not scalable. In order to build your position as a trusted advisor in a scalable manner, you may want to consider collaboration with your marketing team through offering online workshops, write informational blogs, “how-to” webinars,  etc.

If you’re using a CS Operations System, consider creating an email campaign to send out to all clients who are not using the new feature yet. Sending this email from your CS operations system will allow you to make the email look like it’s sent from you directly (versus a general email address such as ‘customersuccess@yourcompany.com’).

Getting Started: Product Updates

  • Record self-paced or live training (YouTube or your training system)
  • Announce product updates using in-app messages, if possible
  • Launch an email campaign:
    1. Announce the new product update to all relevant clients.
    2. Explain the benefits and value
    3. Make it easy to implement by promoting webinars/workshops to get educated about new features.
    4. Track who open the emails and who clicked through. Define a separate follow-up strategy based on findings.

customer success tech stack

Usage: Increase Adoption Using Smart ‘Scalable’ Methods

This requires you to know how your customers are using your product. In other words, you need to know your customers’ usage patterns well.

The easiest way to get access to user data is by hiring a consultant that would help you move all your data to a centralized database (ideally, your customer success software).

Once you have all the data in one place, you will be able to easily see how accounts and individual users interact with your product.

You can then use this data to launch automated emails or strategic plays (calls to action) to serve each account with a dose of educational resources that would help them:

  1. Become aware of features they are not yet using
  2. Understand the value of features they are not yet using
  3. Learn how to implement those additional features

This will mean you’ll need to not only create targeted email campaigns but also be ready to offer live workshops, recorded training sessions, or how-to blogs.

Getting Started: Adoption

  • Record self-paced or live training (YouTube or your training system) on an ongoing basis
  • Work with existing customers to create “how-to” blogs and participate in “how-to” webinars (make it part of the customer success team’s goals)
  • Track usage data within your customer success operations system
  • Build rules to automatically identify when certain features aren’t used (focus on sticky and differentiating features first).
  • Launch an email campaign to relevant customers (based on usage trends identified above):
    1. Promote sticky and differentiating features only to relevant clients (aka those who are not using them yet)
    2. Explain the benefits and value
    3. Quote clients who are similar to them (by size or industry) explaining the difference the feature made to their business
    4. Make it easy to implement by promoting online resources or (paid professional service packages) to easily implement and use these features

Amity Customer Success Account View

The Value: Expand Your Definition of Customer Success

Even if your team does not own onboarding, customer success does start at the implementation phase. Therefore, as a customer success manager, you want to take the time to document why each customer chose your solution and what value they hope to gain from it.

Try to break it down into small measurable business objectives, such as tasks they hope to eliminate, business metrics they wish to achieve, etc. Document each objective in a Success Plan and track progress so you can easily demonstrate value during your executive business reviews.

Therefore, start thinking of customer success as not only the services you and your team provide but rather as all services provided to customers with the objective of giving them the most value possible. This way your customer success team will be equipped with enough information to know when to be proactive.

In addition, by focusing on the client in the initial stage of your relationship you start solving their problems early on and thereby building a stronger relationship. The first 30 to 90 days of onboarding tend to be the most crucial ones, so start delivering value as soon as possible.

Getting Started: On-Boarding

  • Leverage your CRM system to help track your client’s initial goals (make these fields mandatory for your account executive to fill out before they mark a deal as “closed/won” or make it eligible to receive a commission)
  • Track onboarding milestones (important dates) in your customer success system
  • Trigger calls to action when milestones take too long to complete and follow up with clients accordingly
  • Trigger calls to action when milestones are completed successfully and reach out to the client via email (automatically) to celebrate
  • Track changes in initial goals over time (ideally in your customer success ops system, or an excel/word documents)
  • Create a template for a “Success Plan” which you can re-use with multiple clients.
  • Calculate the baseline metrics for each client and show progress in each QBR work with a consultant to ensure you track the right metrics. A good consultant will also offer technical resources to help you automatically load the data from different systems into one centralized place to make this process efficient).

The main goal of being productive is to allow you and your team to have time to be more proactive and strategic with your customers. This would require automating a few things along the way.

To uncover opportunities to promote proactiveness in a scalable way, I recommend you review each customer’s success process and milestone, write down what is the manual effort related to each, and what could you write down as a repeatable task by task process, document or template.


  • Build your reputation as a customer success advisor to your clients by offering things like workshops, webinars, and blogs
  • Know your customer’s usage patterns and leverage a consultant to help you consolidate the data automatically in one database
  • Set clear and measurable business goals with your customers already at the onboarding stage and use success plans to keep updating them on an ongoing basis
  • Be proactive about product issues and don’t be shy about using automation tools to increase adoption and perceived value

Think: Is there anything you could have automated if you had the right systems in place? How much time would you save if you could automate these processes? Would an investment in such a solution be beneficial?

Tech Stack for Customer Success

This article originally appeared on The Amity Blog and has been republished with permission.

Written By:
Irit Eizips

Irit is the Chief Customer Officer & CEO at CSM Practice, is a world-renowned expert on customer retention, upsells, cross-sells, and customer value strategies and methodologies. Since 2013, Irit has been pivotal in shaping Customer Success best practices. She has been nominated as a top Customer Success strategist and influencer, year after year, since 2013. Irit was recently named one of the Top 150 Global Customer Experience Thought Leaders and Influencers of 2020. She is frequently producing thought leadership on her youtube channel (CSM Practice) and is often featured as a speaker at conferences and Customer Success publications.