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CS Insights
Let me tell you what I really think about Customer Success.
Come along as I share my thoughts and advice on all things Customer Success and Leadership. Browse through webinars, podcasts, articles and more to get my perspective on CS and beyond.


The Hidden Risk in Customer Success That No One Is Talking About: Feature Ideas
Every Customer Success leader wants to talk about churn, forecasting, onboarding, product adoption… but there’s a quiet little monster living in the background that most teams aren’t paying enough attention to: Feature ideas. Not the ideas themselves, those are gold. The way we manage them, that’s the problem. Most companies have figured out how to collect requests: forms, spreadsheets, portals, Slack messages, emails with subject lines like “Quick thought”… even the occasion
4 days ago3 min read


When a CSM Resigns: How Resilient Is Your Operating Model, Really?
There is a moment every Customer Success leader knows well. A moment that feels like your stomach drops through the floor. A CSM resigns. And the first thought that hits you is the one none of us says out loud: How the hell am I going to redistribute these accounts? Because let’s be honest with ourselves. Your team is already at capacity. You are already at capacity. And while you are trying to stay composed and strategic, everyone on your team is quietly thinking the exact s
5 days ago3 min read


The Empowerment Gap: Why CSMs Don’t Feel Empowered (Even When Leaders Think They Are)
I’ve coached hundreds of Customer Success Managers over the years. Different companies, different products, different regions, different markets. Yet the same pattern appears over and over again. CSMs do not feel empowered. They are not empowered to say no. They are not empowered to drive change. They are not empowered to raise red flags. They are not empowered to make tough decisions. They are not empowered to prioritize for their customers. They are not empowered to deviate
Nov 143 min read


The Customers You Swear Have “No Growth Potential” Might Actually Surprise You
Here is a hard truth we do not talk about enough in Customer Success. Some of the customers we write off the fastest are the ones sitting on the biggest opportunities. I know. I know. It feels easier to focus on the shiny, well-funded, “textbook” expansion accounts. They show up to calls. They read your emails. They know what they want. But not every customer is that obvious. And honestly, thank goodness, because the obvious ones are only half the fun. The real magic lives in
Nov 123 min read


The Journey: #45 SK-No, It's RKO
When I first started in SaaS, Sales Kickoff (SKO) was this mysterious, high-energy event I wasn’t invited to. It was the Super Bowl of Sales, strategy, targets, enablement, and a whole lot of celebration. At my first company (where I spent nearly six years), SKO was exclusively for Sales. No Customer Success, no Services, no Support. Just the folks with quotas and commissions. So imagine my shock when, at my next company, I learned Customer Success was included. I thought, “W
Nov 92 min read


The Journey: #44 Goal Getter Energy
I perform my best when I have a clear goal and a plan. I’m an executor. A rule follower. A do-the-work-and-get-it-done kind of person. When I was in college, I chased A’s. I remember graduating with a 3.98 GPA because of one single A- in a journalism class, and I was furious. I missed my goal. Still Summa Cum Laude, still an incredible GPA, but in my head… not the goal. During my senior year, I landed my first job before graduation. My professors told me that if I completed a
Nov 92 min read


Customer Success Isn’t Just Growing, It’s Defining Market Value
I love when data validates what many of us in Customer Success have been saying for years: customer-led growth is the engine of modern business performance. The latest Public Market Pulse Report from Certinia analyzed more than 4,000 public company earnings reports and the findings are a massive win for Customer Success. The data shows a clear pattern: companies that talk about Customer Success are creating more value, and the market is rewarding them for it. Let’s unpack wha
Oct 282 min read


The Journey: #43 Stay In Your Lane
Some of you may not know this, but my daughter Adriana is actually my stepdaughter. When Anthony and I got together, she was just three years old. She only knows life with me and Anthony… and then with her mother. In our house, we’ve never used the word step. She is my daughter, and I am a mother. Period. But in the beginning, it was hard. Really hard. I was trying to find my place, what was appropriate, what wasn’t, how to show up as a parent without overstepping. I wanted t
Oct 273 min read


The Journey: #42 Choose the Right Journey
Early in my career, I didn’t know the differences between large corporate companies, small independent companies, and startups. My priority after college was simple: get a job. Ideally something that matched my major (or at least sounded like it did). Check. After a few years working for a large publishing company, I decided to take a chance and join a small marketing agency, private and profitable. Then, I moved to a large public company. Then back to publishing. Then back t
Oct 193 min read


Six Years Strong: Celebrating a Journey of Influence in Customer Success
When I saw the 2025 SuccessCoaching Top 25 Customer Success Influencers list drop, I had to take a second to breathe it in ... six years in a row. Six. Years. That’s wild. And honestly, it’s not something I ever expected when I started sharing my thoughts on Customer Success all those years ago. I didn’t set out to be an “influencer.” I set out to make an impact, to share what I was learning, to help others avoid some of the same mistakes I made, and to build a community wher
Oct 162 min read


Where Does All the Time Go? A Candid Look at How CSMs Really Spend Their Day
Every week, I hear Customer Success leaders making the same case: “We need more headcount.” And sometimes, they’re absolutely right. The demands on Customer Success teams are higher than ever, more customers, more complexity, more responsibilities that bleed into Sales, Product, and Support. But before we make the case for more people, we have to ask an uncomfortable question: 👉 Do you actually know where your team’s time is going today? Most leaders don’t. They can tell you
Oct 153 min read


Why Context Is the Missing Ingredient in Managing Product Ideas
One of the hardest parts of my job as a Customer Success leader is managing product ideas that come from customers. Every week, my team reviews dozens of requests, everything from new integrations to workflow enhancements to “nice-to-have” features that customers swear will change their lives. And while it’s incredible to have customers so engaged in shaping the product, managing these ideas strategically is one of the most complex parts of the job. Because every product requ
Oct 143 min read


The Journey: #41 Who's Who in the Zoo
We can all agree that people matter. In fact, it’s the people who make or break the success of any partnership. So imagine walking into a high-stakes customer relationship… and realizing you don’t actually know who’s who in the zoo. That was me. My very first conversation as VP of CS with one of our largest, most strategic customers. I hop on a call with our main point of contact, a “Director.” Naturally, I assume that means middle management. Important, yes. But not the exec
Oct 132 min read


Why You Should Spend More Time Studying Renewals
In Customer Success, we obsess over churn. We dissect it from every angle, analyzing root causes, building churn reports, hosting post-mortems, and spinning up initiatives to fix what went wrong. But for all the time we spend understanding why customers leave, we rarely take the same care to understand why they stay. And that’s a miss. A big one. Most teams treat renewal as the ultimate validation that a customer is satisfied and getting value. The renewal happens, the contra
Oct 132 min read


If Your Team Is Underperforming, It’s On You
If you’re not equipping your team to win, their underperformance is a reflection of your leadership, not their potential. That may sting...
Oct 92 min read


Why Your Weekly Customer Calls Don’t Make You Strategic
Let’s clear something up: Showing up to weekly or bi-weekly calls with your customers does NOT make you proactive. And it definitely does...
Oct 82 min read


If You Can’t Forecast Retention, You Can’t Lead Customer Success
Early in my Customer Success career, I made a huge mistake. I thought forecasting was just another way to “surprise and delight.” My...
Oct 72 min read


The Journey: #40 CAB, PAB, EAB ... Oh My
In 2009, I was a mid-20-something marketer just trying to figure it all out. I was using a software platform that helped manage my...
Oct 62 min read


The Journey: #39 No One Owner
When I started in Customer Success, we were trained to say things like: “I’m your trusted advisor.” “I’ll be your main point of contact.”...
Sep 282 min read


The Journey: #38 Silence the Silence
I didn’t grow up in a white-collar home. My parents owned and worked in a delicatessen for over 45 years. Together, they ran that...
Sep 282 min read
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