Fundamental Steps to Creating Powerful Customer Success Processes [Infographic]


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Documenting a business process can take many forms. However, coming up with a consistent approach to process documentation brings about many benefits for CS Ops managers.

Process Documentation is an activity that details all the tasks and steps of a new or existing process. For new processes it is important to help us keep track of it, for existing processes will help you streamline current processes and you might discover some surprises when you compare them with other existing processes.

Special thanks to Pedro Candelas, Senior Customer Success Operations Manager at Elastic for sharing this infographic to the Customer Success community. Pedro, is a former industrial engineer. Before becoming a CS OPS manager, he accumulated a decade of professional experience in documenting and optimizing business processes.

Download this infographic to learn the main steps that you can follow to create a process document.

Whenever you’re ready… here are 3 ways CSM Practice can help you build, optimize, or scale your Customer Success practice:

  1. Grab a free copy of our Customer Success templates and infographics

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  1. Subscribe to our CSM Practice newsletter

Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. –Click Here 

  1. Work with our team privately

If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the ‘Contact Us’ form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details.- Click Here  

Additional Resources

More Customer Success Infographics:

CSm Role Profiles Infographic

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