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Customer Success: 

You have a Positioning
Problem
@lincolnmurphy
Customer Success
DOESN’T WORK!
@lincolnmurphy
There’s a Reason
Customer Success
isn’t taken
SERIOUSLY@lincolnmurphy
There’s a reason CSM IS NOT…
o Given resources or budget
o Empowered to truly make the customer
successful
o Looked at as performing a real business
function
@lincolnmurphy
Customer Success is POSITIONED as…
o Account Management 2.0
o Churn Busting
o Saving Customers
o Sales Buzzkill
o Customer Happiness or Delight
@lincolnmurphy
HISTORY
of Customer
Success
We Must Correct These ASSUMPTIONS…
•  Customer Success is just a Department
•  Its just renamed Customer Support
•  Can magically make Bad-fit Customers
Successful
•  A Fix for a Broken or Incomplete Product
@lincolnmurphy
Desired Outcome
Customer Success is when customers achieve their
interactions
through with your
companytheir 	
“	
”	-  Lincoln Murphy
@lincolnmurphy
Customer Success Management
is the process of moving the customer
toward their ever-evolving Desired
Outcome.
“	
”	 -  Lincoln Murphy
@lincolnmurphy
Customer Success GETS RESULTS…
o Churn becomes a Non-Issue
o Customers Extend their Lifetime
o Customers Expand their Relationship
with Us
o Customers Advocate for Us
@lincolnmurphy
Customer Success IMPACTS…
o Customer Lifetime Value (LTV)
o Customer Acquisition Cost (CAC)
o Net Revenue Retention (NRR)
o Total Addressable Market (TAM)
o Company Valuation!
@lincolnmurphy
Required CULTURE SHIFT…
o Transaction è Life Cycle
o Reactive è Proactive
o Product-focused è Customer-focused
o Focused on sales è Targeted results
o Upselling è Success-Based Expansion
@lincolnmurphy
HIGH PERFORMANCE Leadership...
1.  Strategic Planning
2.  Tactical Execution
3.  Resource Management
4.  Effective Communication
5.  Evangelism and Inspiration
6.  Positioning everyone for success
@linclnmurphy
Positioning everyone for SUCCESS ...
o Set specific goals and objectives
o Create a plan to reach these goals
o Ensure that the necessary resources are in
place
o Push back on other teams that act counter to
your mandate
@linclnmurphy
Customer Success
is a GROWTH
ENGINE
Customer
SUCCESS-
driven Growth
As customers
SUCCEED and
EVOLVE…
…their relationship
with us should
EVOLVE and GROW
RENEWAL &
EXPANSION are part
of the Customer’s
SUCCESS
@lincolnmurphy
Lack of expansion
is a
BAD SIGN
@lincolnmurphy
CSMs
shouldn’t be
COMMERCIAL???
@lincolnmurphy
Starts by acquiring
customers with

SUCCESS
POTENTIAL
It’s Not

SUCCESS
GUARANTEED
@lincolnmurphy
Desired Outcome
Customer Success is when customers achieve their
interactions
through with your
companytheir 	
“	
”	-  Lincoln Murphy
@lincolnmurphy
Required	
Outcome	
Appropriate	
Experience	
Desired Outcome
WHAT your
customer
needs to
achieve
HOW they
need to
achieve it@lincolnmurphy
Customer	
Characteristics	
Method	
Customer	
(segment)	
Desired Outcome
@lincolnmurphy
Required	
Outcome	
Appropriate	
Experience
Churn is the
SYMPTOM of an
Underlying Disease
@lincolnmurphy
Required	
Outcome	
Appropriate	
Experience	
Desired Outcome
@lincolnmurphy
ASCENSION

Path
@lincolnmurphy
Required	
Outcome	
Appropriate	
Experience	
Desired Outcome
@lincolnmurphy
Required	
Outcome	
Appropriate	
Experience
CUSTOMER
SEGMENTS are
determined by
APPROPRIATE
EXPERIENCE (AX)
@lincolnmurphy
AX can be your
DISRUPTIVE
DIFFERENTIATOR
@lincolnmurphy
LATENT AX can be
your MARKET
OPPPORTUNITY
@lincolnmurphy
AX is the key to
DEFINING CSM
Operations
@lincolnmurphy
AX is the key to
SCALING CSM
Operations
@lincolnmurphy
AX is the key to
PROFITABLE CSM
Operations
@lincolnmurphy
Q&A
@lincolnmurphy
Your 3-Step
Call to Action
@lincolnmurphy
1. SPEAK

UP
@lincolnmurphy
2. STAND

UP
@lincolnmurphy
3. CHANGE

UP
@lincolnmurphy
Thank You!
Lincoln Murphy
@lincolnmurphy
lincoln@sixteenventures.com
http://sixteenventures.com

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