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Description

In this course Customer Success for SaaS 101, we will learn all things about customer success. We really focus on the fundamentals and ensure you understand the core elements and principle concepts that any Customer Success professional or any person interested in learning more should know.
We will start by helping you understand what Customer Success is. These are basics and really help us understand what makes it unique compared to other roles or approaches. We also will take a step back to understand why it matters in a SaaS business. We will look at how it is different from customer support, because we know some might find those two roles confusing!
We will dive into key concepts, KPI's, and metrics that should be tracked, then look at the customer journey and how Customer Success fits within it. We will also explore the different roles and responsibilities within a Customer Success team and finally build an action plan to get a Customer Success program started, or improve upon the one you have. This part will be applicable to you no matter where you are at in your maturity of having a Customer Success Team.
As you instructor, I hope my many years of experience and success can help you in your own journey. I can not wait for you to join us!
Who this course is for:
New Customer Success professionals
SaaS business owners
People interested in learning about Customer Success
Entrepreneurs and Start-up managers

What you'll learn

What is Customer Success?

Why Does Customer Success Matter in SaaS?

Roles and Responsibilities in your Customer Success Team

How Customer Success is Different from Customer Service or Support.

Important Customer Success KPI's and Metrics

The Customer Journey - 5 Stages

Build an Action Plan to Enhance Your Customer Success Program

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
2
1.1-Customer Success for SaaS 101 - Course Introduction
1.2-The Course Sections
2-What is Customer Success?
2
2.1-What is Customer Success?
2.2-Quiz: What is Customer Success?
3-Why Does Customer Success Matter?
2
3.1-Why Does Customer Success Matter?
3.2-Quiz: Why Does Customer Success Matter?
4-The Roles and Responsibilities in Customer Success
2
4.1-The Roles and Responsibilities in Customer Success
4.2-Quiz: The Roles and Responsibilities in Customer Success
5-Customer Success Vs. Customer Support / Service
2
5.1-How is Customer Success different from customer service or support?
5.2-Quiz: How is customer success different from customer support/service?
6-Important Customer Success KPI’s and Metrics
2
6.1-Important Customer Success KPI’s and Metrics
6.2-Quiz: Important Customer Success KPI's and Metrics
7-The Customer Journey - 5 Stages
2
7.1-The Customer Journey - 5 Stages
7.2-Quiz: The Customer Journey - 5 Stages
8-Build an Action Plan
2
8.1-Build an Action Plan to Enhance Your Customer Success Program
8.2-Quiz: Build an Action Plan to Enhance Your Customer Success Program
9-Course Conclusion
1
9.1-Course Conclusion