Introducing the Customer Success Accelerator Framework

Customer Success is a vast topic that is top of mind for many. It seems that there is always a new idea or strategy that hits the top of the thought leadership blogs. With all the noise in the Customer Success space, it can be overwhelming to decide where to start and how to make progress in short order.

To make real, rapid progress you need a framework that provides you with a proven structure that delivers results.

Our methods are acquired from the 20+ years of experience we have in working with teams create successful customers. Our approach leverages practices from the discipline of Growth Hacking which emphasizes rapid progress by putting process first and tactics second. We refer to our adaptation of the Growth Hacking disciplines to our methodology as, Success Hacking.

Customer Success Accelerator Framework

The Customer Success Accelerator (CSA) Framework is designed to provide you with the tools and guidance you need to build a world-class Customer Success program.

This isn’t your typical theory heavy framework, rather, we’re taking a pragmatic and phased approach so that all of your efforts can be focused toward execution.

Our Approach

We use a 4 phase process. What’s unique about this approach is that it doesn’t involve hiring an expensive consultant or spending vast amounts of time figuring out where to start and what to do next. The 4 phases are:

Foundations: In this phase the focus is on establishing your Mission, Strategy, and Alignment.

Consistent Delivery: Design your “Success Engine”, the processes and “plays” necessary to deliver the products/services your customers are subscribing to.

Operationalization: Increase service delivery efficiency and productivity by focusing on how you “assemble” Success and begin to scale your Customer Success strategy.

Systemization: Tools are very useful, but you only get the full benefit if you’re fully ready to use them. During the Systemization phase we focus on preparing for the introduction of automation and focus on optimization of all of the other aspects of the Framework.

By leveraging the CSA Framework, you’ll learn how to define, design and create a repeatable foundation for Customer Success that will deliver improved customer engagement, retention and revenue.

Stages of Organizational Maturity

The net effect is to accelerate not just your growth, but also the maturity of your Customer Success organization. Understanding what drives efficiency and improved results will enable you to understand where to, based on the factors that drive maturity, invest your time and focus your efforts to drive rapid maturation of your Customer Success operation.

A Deeper Dive

To take a deeper dive into our Success Hacking approach, we’ve derived a series of training modules that provide the skill set you need to develop and implement the framework. We’re covering topics in each phase:

Foundations

  • Understanding how Culture impacts your ability to deliver Success
  • Formulating your Mission, Vision and Values to drive Success
  • Crafting a one-page Success Strategy
  • Identifying your Success measures
  • Introducing Agile into your Customer Success program

Consistent Delivery

  • Understanding your Customer using a Jobs To Be Done-based approach
  • Identifying your Ideal Customer
  • Segmenting your Customer base

Operationalization

  • Mapping your Service Delivery approach
  • Defining and operationalizing your Processes
  • Choreographing your Customer Engagements
  • Building Account Success Plans
  • Scaling, roles and the organization structure
  • Constructing a Financial Plan

Systemization

  • Automation Readiness
  • Continuous Improvement Program

The Customer Success Accelerator Framework closes the gap between theory and implementation, providing you with a clear path forward built on knowledge and experimentation, not guesswork.

It’s a simple framework that is easy to follow. It’s purpose is to help you rapidly build a results-focused Customer Success program.

We’ll be writing extensively about all of the components and phases in upcoming articles however, if you want to get a jump on the topic, we’d love to have you join us at the Pulse Academy on Monday, May 8th.

We’ll be delivering training on how to leverage the CSA to build a solid foundation for your Success program by focusing on phases 1 and 2 as well introducing Agile for Customer Success.

You’ll be among 100+ CS peers who are interested in understanding how they can leverage this new framework to improve their operations and deliver higher levels of success for their customers.

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