Productivity Tips For Customer Success Teams – PART 1

October 07 2019 0comment

Managing a growing customer base with ever-evolving desired outcomes requires being proactive and strategic. As a CSM, you can’t afford to be behind the curve on customer needs, you must proactively reach out to customers about guidance or any assistance needed. As a proactive CSM, you should anticipate other business outcomes that your company can achieve for your client. Your CSM plan should also involve dealing with problems before they occur. Being proactive has obvious advantages, including less stress for you and your CSM teamreduction in churn, an increase in renewals, and greater success for both your customer and your company.

The Secret to Being Proactive

Becoming proactive can be tough and it doesn’t just happen. More often than not, it seems there is little or no time to be as proactive or strategic with your clients as you’d prefer. This might happen as a result of a large customer base, various other responsibilities, or being accustomed to being reactive. The secret to being more proactive in nurturing your skills to being more productive. Increased productivity is vital to becoming proactive and creating time for proactive and strategic tasks.

How to Become More Productive

It heavily involves turning your one-off playbook into an efficient and repeatable success. A proactive CSM transforms routine tasks into well-defined processes that are both quick and repeatable. Becoming more productive requires leveraging playbooks to make repetitive tasks happen more efficiently. At CSM Practice, we create playbooks that are well defined based on best practices for our clients. We start by optimizing strategies for customer success, then we identify opportunities to use technology to ensure our clients have visibility to see what processes work. Using a customer success system can ensure that the processes are applied efficiently to make the CSM team more productive with time and more proactive with their customers.


To scale your customer success team, I recommend going through these three (3) steps: 1)     Optimize your account segmentation 2)     Document step-by-step customer success playbooks 3)     Perform CSM Systems and Productivity Tools assessment

Account Segmentation

Account segmentation is done to defend the revenue that you’re getting from your customers. Your customer base is divided into groups with similar needs to allow you efficiently deliver appropriate services for each segment. The metric you employ should be personalized to your distinctive customer base and must properly defend the different risk levels, opportunities, and revenue from your clients. Design the process an appropriate level of engagement with the client based on the revenue and opportunity that you’re defending, not necessarily the ARR. Other criteria could include the number of licenses, geo-location, strategic value, service package, etc. You should implement processes to change a client’s segment in order to properly defend risks. As a rule of thumb, account segmentation is necessary only after acquiring over 50 customers. If your installed customer base is below 50 customers, endeavor to apply a high-touch model for all your customers. Account segmentation allows you to be more productive with your time and proactive with your customers as you can predict what each client segment will need before the clients realize it. Defining your engagement model for each customer segment can be made more efficient with these tools:

A RACI Chart

RACI chart is a simple matrix to delegate roles and responsibilities for every process or milestone in the customer lifecycle journey. RACI stands for: Responsible, Accountable, Consulted, and Informed. As a Customer Success executive, you may wish to use a RACI chart in order to plan your workforce around your client activities. Through a combination of a well-defined RACI chart and usage of technology, it becomes easier to track what client activity is being done, who is doing what activity, who decides what is to be done, who needs to be consulted, and who needs to be aware of which activities, across your entire organization.

Staffing Model

You can leverage a RACI chart even better by adding additional columns to its basic form. For each process or decision point in the customer lifecycle journey, consider defining the following:

  • Which activities are going to be provided to which segments?
  • How often would these activities be performed?
  • How long each activity is going to take?
  • Do you have enough people to support these activities?

Once you finish defining the lifecycle activities per each customer segment, you will need to provide guidelines as to what activity length and activity frequency are expected. You can then estimate how many customer success managers (as well as other customer-facing roles, such as renewal managers, technical account managers, etc.) you are likely to need in order to mitigate customer churn risks. A staffing model will protect your team from being understaffed and help you to justify additional resources requests to upper management. It will also help you to sustain your current engagement model as your teams’ customer base grows. RACI charts and Staffing models are also great tools in pinpointing identifying excess activities, inadequate resources, as well as opportunities to be more efficient. Join us on the second part of this blog series as we focus on proper documentation and a plethora of productivity tools.


The extent of pro-activeness achievable is often hinged on the level of productivity that can be attained by the CSM and the entire team. CSMs can use account segmentation to be more productive and more proactive with customer success. In this blog series, we’re taking a look at some processes, tools, and technology that we utilize at CSM practice to make our client’s CSM teams more productive.


How can CSM Practice Help!

At CSM Practice we accelerate SaaS companies’ profitable growth through customer retention and expansion selling strategies.

CSM Practice specializes in the technology and services industry, which offers a portfolio of enterprise solutions, who wish to achieve successful and scalable results. CSM Practice offers a particular customer-centered approach that helps you to develop a winning plan for the success of your client.

Take it to the next level! Ask CSM Practice about the services we provide and learn how we can help you transform your organization into success.

About CSM Practice

CSM Practice specializes in the design and implementation of best of breed scalable customer success programs using an optimal combination of research, strategy, playbooks, and technology. CSM Practice is the first to develop accelerated methodologies for customer success programs and is continuously producing thought leadership content for the Customer Success community. The company was founded in 2014 and is headquartered in Sunnyvale, California.

Written By:

Irit Eizips

Irit Eizips brings deep expertise in the area of Customer Success. As an early member of Gainsight's executive team, Irit has been pivotal in shaping Customer Success methodologies and best practices. For the past 3 years, Irit has been voted as a top Customer Success influencer and is frequently featured as a speaker at conferences and Customer Success public events. Irit serves as CEO for CSM Practice, a global Customer Success consultancy firm. The firm specializes in working with customer success leaders to accelerate the creation and implementation of Customer Success strategies, derive extensive value from Customer Success technology solutions as well as certify and train customer facing teams in becoming more proactive and efficient.

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