The Ultimate Executive’s Guide to
Customer Success Initiatives
unnamed 2 1
The process of adopting to new customer
success playbooks or adjusting to CSM
software changes brings a change within
the organization.
Following proper change management principles and proven adoption methodologies, will help you avoid the common challenges most organizations face as their Customer Success practice continues to evolve.

Download our “Executive’s Guide to Customer Success Initiatives” to thoughtfully launch any new playbooks and system changes.

Two Ways to Get The Most out of Our Guide

Follow our unique CSM LAUNCH PLAN FRAMEWORK explained in this guide)
to help you avoid common pitfalls and challenges.

Use the CHECKLIST included in this guide before launching major initiatives
related to your organization’s custmer success practice.