Customer Success

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The Complete Client Onboarding Checklist (+Free Template)

The Complete Client Onboarding Checklist (+Free Template)

Create a customer onboarding checklist that drives adoption and reduces churn. Grab our template and set your clients up for long-term success.

Latest videos

Customer Success Leadership with Rachel Provan

Why Live Customer Onboarding Training Can Fail

How to Sell to a Non-Tech Savvy Buyer

Who Should Be Your First CS Hire?

Latest videos

The RevOps Evangelist: Don Otvos on Yammer, SalesLoft, LeanData & Chili Piper

Relationship management for Customer Success managers

How SaaS Reps Sell Software

How to Sell to Developers

Articles

What is AI Revenue Enablement? The complete guide

How Monica Perez built Notion’s CS function from scratch

Customer Adoption Best Practices: What top CS teams do differently

7-Step Client Onboarding Process: Workflow & Template

Best Client Onboarding Software: 30 tools for GTM teams

SaaS Customer Onboarding Guide: Best Practices & Templates

How BrightHire sped up sales and onboarding with Dock

Customer Lifecycle Management: A Guide for Revenue Teams

8 must-haves for your customer success plan [+ templates]

SaaS Onboarding Software: 16 tools for onboarding clients

The Complete Client Onboarding Checklist (+Free Template)

Best Client Portal Software: 12 Best Tools Compared

26 Must-Read B2B Newsletters You'll Actually Want in Your Inbox

Phased Implementation: A Better Way to Onboard SaaS Clients

AI for Customer Success: 7 tools that actually deliver value

AI for Customer Onboarding: 6 real ways teams are using it

Presales Enablement Guide: Must-have tools, tactics & assets

What is GTM Enablement? A guide for revenue leaders

Quarterly Business Reviews: QBR Tips, Template & Agenda

Onboard Customers Faster: 6 ways to speed up client onboarding

How to Automate Client Onboarding: 6 automation tips for CS

Executive Business Reviews: EBR tips, agenda & template

Client Stakeholder Management: How to create alignment

High-Touch Customer Onboarding Guide: 7 tips for scaling

Customer Success Operations Playbook: Tips & tools for CS Ops

What is Revenue Enablement? The new key to B2B growth

How Robin sped up customer implementations with Dock

The Perfect Client Onboarding Questionnaire (examples & tools)

The Blueprint for a Winning Customer Success Kickoff Call

How to Calculate Renewal Rates: 7 metrics you should know

Best Presales Software: 7 tools every presales team needs

White-Glove Client Onboarding Guide: 5 ways to scale your process

SaaS Change Management: A guide for CS teams (+ examples)

Enterprise Customer Onboarding: A guide for scale-ups

How to identify churn risk (and save at-risk customers)

Presales Best Practices: Tips & tools for the presales process

How Two Front's founder achieved 30% MoM growth with Dock

The Land & Expand Sales Strategy: Close now, win later

What to include in a client onboarding form (+free template)

6 ways to speed up value realization for your customers

How to nail the Sales-to-Customer-Success handoff

How Assistantly saves 5 hours of customer follow-up with Dock

Customer Success Team Structures: 3 org chart examples

Sales & Customer Success Alignment: A collaboration guide

Asynchronous Customer Onboarding: A guide for CS leaders

Our 17 favorite customer success podcasts (and episodes!)

Churn Analysis: How to calculate, identify & reduce churn

Scaled Customer Success: The new high-growth approach

How to introduce Dock to your customers

How Assignar reduced onboarding overwhelm with Dock

Customer Expansion: How to win more expansion revenue

Customer Onboarding Metrics: 14 metrics, KPIs & benchmarks

Customer Success Enablement: Tips, tools & strategies

Customer Collaboration Guide: Tips for smooth B2B relationships

Customer Success Software: 6 tools for your tech stack

Customer Success Metrics: 22 goals & KPIs for CS teams

How Loom saves 2 hours onboarding each customer with Dock

Customer Enablement Guide: 7 tips for CS teams

What is net revenue retention (NRR)? A Guide for SaaS Startups

The New B2B Customer Journey: How to support all 6 stages

Client Dashboards: Tips, tools & examples for CS teams

Time to Value Guide: 11 proven strategies to shorten TTV

Customer Renewals Guide: 5 ways to improve renewal rates

It's Time for Revenue Enablement

How to Use Slack Connect with Customers: 6 Expert Tips

Why Shaan Puri Thinks Dock Is a Genius Idea

Revenue Operations Guide: The case for a centralized RevOps team

SaaS Implementation Guide: 6 steps to slash software churn

Client Management Guide: 6 tips for happier clients

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GRow & TEll Episodes

Building Success Programs: How Brittany Soinski overhauled onboarding at Loom

Customer Experience Teams: Gillian Heltai on building Lattice's CX program

Growing a CS Team: Joseph Schmitt on leading success at UpKeep

Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

Customer Success at Notion: Monica Perez on product-led CS

The Fixer: How Wynne Brown revamped CS at GitHub, Seal Software, Fable & more

Customer Success Leadership with Rachel Provan

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GRow & TEll Episodes

Customer Success Leadership with Rachel Provan

Founding Sales: Peter Kazanjy on selling as Co-Founder at Atrium

Self-Serve Growth: Marie Gassée on leading growth at Box & Confluent

Crawling Upmarket: How Dini Mehta grew sales to $100M at Lattice

From First Hire to IPO: Bryan Rutcofsky on scaling sales to $100M at Yext

Skills-Based Sales Training: Matt Green on co-founding Sales Assembly

RevOps Masterclass: Jen Igartua on building Go Nimbly

Sales Enablement at Algolia & Sigma Computing with Lish Barber

How Yelp Built a $750m Sales Engine with Pete Hancock

Product Launches at PlayStation, Rippling & Ignition with Derek Osgood

How ShipBob became an ecommerce giant with CMO Casey Armstrong

The RevOps Evangelist: Don Otvos on Yammer, SalesLoft, LeanData & Chili Piper

Intern to VP at BuzzFeed: Melissa Rosenthal on leading creative at BuzzFeed & ClickUp

MarTech Sales: Catie Ivey on leading sales at Marketo, Demandbase, Pendo, and Walnut

The Fixer: How Wynne Brown revamped CS at GitHub, Seal Software, Fable & more

Sales at Zoom: Chris Michelmore's journey from SDR to senior sales leader

Customer Success at Notion: Monica Perez on product-led CS

Startup Content Marketing: How Animalz scaled to 130 employees with Devin Bramhall

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

From Founding AE to VP: Conor Dragomanovich's rise at Productboard

Out of Home Advertising: Chris Gadek on leading growth at AdQuick

Leading Revenue at Shopify & Owner: Kyle Norton on selling to SMBs

Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport

Sprinklr's First AE: Jason Fishkind's 10-year sales journey at Sprinklr

Zenefits' Aggressive Growth: Robby Allen on growing a 250-rep sales team

How Chris Orlob grew Gong to $200M (after they crushed his startup)

From AE to CEO: Todd Busler's sales journey from Heap to Champify

Scaling Marketing: How Nico Dato grew Podium from $1m to $100m

Growing a CS Team: Joseph Schmitt on leading success at UpKeep

Bootstrapping & Messaging: Peep Laja on growing CXL & Wynter

Community-Led Growth: Camille Ricketts on marketing at Notion

Customer Experience Teams: Gillian Heltai on building Lattice's CX program

Brand Campaigns: Maya Spivak's marketing campaigns at Wealthfront & Segment

Selling to Engineers: Ben Solari on leading sales at DataRobot & Jellyfish

Turning Data into Product-Led Gold: Alexa Grabell's founder story at Pocus

Talkin' Sales in a Pickup Truck: How Ben Braverman grew Flexport to a $2B run rate

Outcome-Based Selling: How Rich Liu scaled sales at Facebook, Mulesoft, and TripActions

Tales from a first GTM hire: Tushar Makhija's journey at Helpshift, Airbase & TeamOhana

Building Success Programs: How Brittany Soinski overhauled onboarding at Loom

Product-Led Hypergrowth: Pete Prowitt’s sales journey at Intercom and Loom

Customer-Centric Marketing: François Dufour's path to $1B at LinkedIn

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Highlights

GitHub's Secret to Enterprise CS

The Key to Creating Product Excitement in CS

How AI is Changing Customer Success

Renewals & Expansion: How to drive growth as a CSM

The Difference Between SMB and PLG

The 2 Major Shifts Happening in Customer Success

How to Gamify CS to Drive Renewals

How Notion Measures Onboarding with a Report Card

What to Consider For Your First CSM

Delegation & Leadership: What's the difference between a VP and a Manager?

Why CSMs Need to Do More Than "Touch Base"

How Notion Balances PLG and Enterprise Sales

What is the future of customer success?

How Loom Gamifies Customer Success

Relationship management for Customer Success managers

How UpKeep segments customer tiers

How to hire early-stage customer success teams

Customer Success for Non-Technical Customers

How Notion Maximizes Renewals with Customer Success

How Delegation Changes from Manager to VP

Customer-Centricity: What is Buyer 3.0?

Notion's Onboarding Success Metrics

Is It Time To Hire A Customer Success Team?

The 3 Personas of Customer Implementation

Why Small Customers are the Hardest Customers

Marketing & Customer Success Alignment

How to Retain Top CS Talent at Startups

Selling to non-tech-savvy customers

How to Make Your Product Sticky

#1 Loom Tip from Loom's Onboarding Lead

How to Reverse Churn

GitHub's Key CS Indicators

What "Customer-Centricity" Means Today

Notion's Product-Led Growth Strategy

How to Overcome Imposter Syndrome in Tech

How Customer Success Teams Can Close Sales

How to Run Customer Implementations

How Lattice segments its Customer Success teams

Loom's 3 Mantras for Customer Success

How to Leverage Customer Health Scores

Why All Scaling Companies Need a Fixer

Inside Notion's Customer Enablement Strategy

Why Smaller Customers Require More From CS

AI for Customer Success

Why Live Customer Onboarding Training Can Fail

Should you have separate Onboarding and Customer Success teams?

How Notion Manages Infinite Use Cases

The Best Way for CS to Work with Sales and Marketing

How to Win More Customer Renewals

How Notion Drives Renewals

Inside Loom's Redesigned Onboarding Process

From First CS Hire to Head of CS at Notion

Loom's "Aha" Moment for Customers

Why Customer Success teams should meet customers in person

The Biggest Challenge for Service Companies

Who Should Be Your First CS Hire?

How Military.com Used CS to 5X Their Book of Business

Should you separate professional services from customer success teams?

Should Customer Success Join Sales Calls?

How Notion Manages Multiple Use Cases in Onboarding

How Customer Success Should Partner with Sales

The Secret to Loom's Customer Success

How to Upsell Existing SaaS Clients

How Notion Built its CS Program From Scratch

Why Facilitation is an Essential Skill for Every CSM

How Notion Manages AE and CS Relationships

How Loom Manages Onboarding and Customer Success

Why Onboarding has to Deliver Value Quickly

How to Make Customer Success More Proactive

Why CSMs are Key to Multithreading

Inside the Customer Success Meetup

Loom's Aha Moment for Sales Teams

How Loom Designs Human-Centered CS Teams

Why Live Training Isn't the Best Way to Onboard Clients

How to Improve Customer Health Scores

How to Sell to a Non-Tech Savvy Buyer

How to Lead a Customer Success Team

The First Job for Customer Success

How GitHub Won More Renewals by Not Checking In

How Lattice segments its customers

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Highlights

How Notion Built its CS Program From Scratch

LaunchDarkly's Transition Out of Founder-Led Sales

What Does Product-Market Fit Actually Mean?

When Should Startups Invest in a Data Warehouse?

The #1 Lesson For Building a Sales Team

How Customer Success Should Partner with Sales

How to Upsell Using Technical Sales Resources

How Flexport Was Built on a Simple Observation

How Pocus Uses Data to Incentivize Upsells

Why Directors Need to Refocus on Productivity

What to include on your pricing page: Lessons from Box

How to Scale SEO Quickly

Are Point Solutions Dying?

The Hardest Part of Being a Sales Manager

The Best Way to Break Into Tech

How to go from top AE to sales leader

Why I Joined a Startup

Why You Shouldn't Sleep on Utah as a Tech Hub

How to Sell to Engineering Leaders

The Secret to Loom's Customer Success

What It's Like to Lead Sales At Zoom

How to Leverage Big Partners for SEO

Inside Yelp's Early Sales Program

How to Manage the Relationship Between Marketing & Sales

The First Job for Customer Success

How to Manage a Big Sales Team

How to Win a Competitive Deal

The 3 Core Sales Enablement Softwares

How to Gain Early Traction as a New Business

Inside Marketo's Private Equity Acquisition

The Playbook to Product-Led Growth

Why Billboards are Great for B2B

Why Live Training Isn't the Best Way to Onboard Clients

How Loom Manages Onboarding and Customer Success

The 2 steps to selling a skeptical ICP

Instrumenting Selling Behavior

How to Build a Good Relationship Between Marketing and Sales

Great salespeople don't always make great sales leaders

Inside Yelp's Community Marketing Strategy

How to Sell to the Mid Market

How to Lead a Customer Success Team

The Secret to AgentSync's Enterprise Sales Cycle

How to Have Tough Conversations as a Sales Leader

How Helpshift Grew to $18mil ARR in 4 Years

From Sales Team to Co-Founders

How Loom Gamifies Customer Success

Selling Open Source Software at Teleport

How to Secure Executive Buy-In for a Billboard Campaign

What will sales tech look like in 2024?

How Customer Success Teams Can Close Sales

The First Step To Building a Strong B2B Brand

How Flexport Moved Upmarket by Selling the Enterprise Dream

Why Startups Should Start PLG Early

How to Choose the Right RevOps Software

How GitHub Won More Renewals by Not Checking In

Can TikTok drive enterprise sales?

How ClickUp Started Conversations with Billboards

How Lattice segments its Customer Success teams

How to Sell to the Product Persona

How Shopify Dealt With Inbound Demand During COVID

Building a Remote Sales Culture

When should a founder hire a sales team?

How to Test Billboard Messaging

Renewals & Expansion: How to drive growth as a CSM

The Problem with Sales CMSs

Inside PlayStation's Product Launch Process

How to Gamify CS to Drive Renewals

How to grow in a highly regulated industry

The One Must-Do For Any Founder

Should you have separate Onboarding and Customer Success teams?

Why Every RevOps Team Should have a Roadmap

The Hidden Power of Small Trade Shows

Sales Enablement for Technical Products

How AdQuick Digitized the Billboard Ad Process

How to Be an Effective Marketing Executive

The Secret to a Successful Product Launch

How Delegation Changes from Manager to VP

AI for Customer Success

How CXL Built a Business from a Blog

How AdQuick Uses AI for Growth

How to hire for creativity at a startup

Why Marqii Hires Sales Reps with Hospitality Experience

The Hidden Trap in Sales-Led Growth

Can you sell a product before you build it?

How to Make Customer Success More Proactive

How to Build a Good Relationship Between Marketing and Sales

How to Build a RevOps Roadmap

How Gong Fixed Their Early Sales Mistake

How to Track Attribution for a Billboard Campaign

Productboard's Early Value Proposition

Should you create your own product category?

Is AI the Future of the Legal Industry?

What Makes a Great SDR

How Yelp Enabled Thousands of Sales Reps

How sales hiring changes when you move upmarket

Inside LinkedIn's Early Marketing Strategy

Why Sales Reps Should Highlight Product Disadvantages

Why Transparency in Sales Works with Difficult ICPs

How Notion Manages Infinite Use Cases

The Hardest Part of Becoming an AE

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