How to become a data-driven CSM - Part II

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Hi, Markus here. Welcome to a new episode of the Customer-Value-Led-Growth Newsletter.

I share strategies and guides to help you become a proactive CSM delivering more value for your customers and revenue for your company every week.

Need additional help? Check out these resources 👇️ 

• Free Templates

• Notion Guides

• CSM Operating System

• Learning Community

• Coaching Services

Last week, we started the journey to becoming a data-driven CSM by exploring customer basic data. This data describes your customers’ needs which are defined by

• goals and success metrics

• problems and root causes

• level of skills and knowledge

and sets the context for the entire customer engagement. These needs are the raw material for creating dedicated customer success plans.

Your customer success plans are the visualization of the (planned) journey that lies ahead of the customer. The roadmap that outlines the steps they need to take to accomplish their goals

In today’s post, you will learn how to capture meaningful data across the customer journey and use it to improve its outcome.

1. Product Usage