In this section, you’ll find resources, developed based on success expertise and behavioral insights research, to help you in your role in Software-as-a-Service organizations, particularly for Customer Success Managers.  Interested in seeing more?  Sign up here for exclusive access to additional materials!

 

Clear Thinking

Based on Ethan Kross’ book Chatter, this resource summarizes some of the great tips Kross provides for harnessing our internal self-talk.  The ideas here can help everyday in life.  

As a customer success manager, you might try some of the techniques if you’re heading into a big meeting that you’re worried about or if you’re beating yourself up over a recent issue that you wish you’d handled differently.  Check out the book for a deeper dive into chatter – there’s a lot more there that you’ll find helpful!  

Question Techniques for client meetings

 

 

The resource below is focused on questioning techniques for client meetings.  The techniques listed here pair well with the Business Review tips also on this page.  

Questions techniques for customer success managers

Business Review Tips

The resource helps you as a Customer Success Manager with tips for Business Reviews.  It applies MINDSPACE behavioral insights (source noted below) to make more engaging and productive business reviews with clients.

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