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When and How to Hire Your First Client Success Manager
Growing businesses hit a critical point when managing customers outpaces the founders or sales team’s capacity. That’s when hiring your...
15 hours ago2 min read


How AI Is Changing the Client Success Landscape
Artificial Intelligence is transforming how client success teams operate, engage, and grow customer relationships. From automating...
15 hours ago2 min read


Creating an Effective Voice of Customer Program That Drives Change
Your customers are your best source of insight—but only if you listen and act on what they say. A well-designed Voice of Customer (VoC)...
16 hours ago2 min read


Metrics That Matter: KPIs Every Client Success Leader Should Track
In client success, what you measure shapes what you improve. Tracking the right Key Performance Indicators (KPIs) helps leaders spot...
20 hours ago2 min read


Aligning Sales and Client Success: A Blueprint for Collaboration
Sales and Client Success often operate in separate silos, but when they work together, the results can be powerful. Aligning these teams...
20 hours ago2 min read


Essential Soft Skills Every Client Success Pro Must Master
In client success, your technical know-how gets you in the door. But it’s your soft skills that keep customers coming back—and growing...
20 hours ago2 min read


How to Reduce Customer Churn with Proactive Outreach
Customer churn kills growth. Every lost client means lost revenue, wasted acquisition costs, and a hit to your reputation. But here’s the...
20 hours ago2 min read


How to Run a QBR Clients Actually Want to Attend
Less slides. More value. No one’s falling asleep. Quarterly Business Reviews (QBRs) often miss the mark. They turn into monologues. Or...
3 days ago2 min read


Client Success Career Paths: Junior to Director
What it really looks like to move up in CS Client Success isn’t just one role — it’s a track. From junior reps handling reactive support...
3 days ago3 min read


Build a Health Score Tracker in a Spreadsheet
No fancy tools. Just clarity. Client health scores don’t need to live in an expensive dashboard. You can track the right signals in a...
3 days ago2 min read


10 Client Success Email Templates That Actually Work
You don’t need another bloated “best practices” guide. You need emails that get opened, get read, and get a response. These 10 client...
3 days ago3 min read
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