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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 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


The Journey: #36 Planning for Peace
We spend so much time talking about customer journeys, business outcomes, and retention strategies but what about our own team’s...
Sep 72 min read


The Journey: #25 $2M, Ain't It
For years, we’ve been haunted by a number. Not a retention target. Not a CSAT score. Not even NRR. I’m talking about the mythical $2...
Jun 223 min read


The Journey: #24 So Long, Scaries
It used to hit me like clockwork. Sunday. 3:00 PM. That slow build of dread. The “Sunday Scaries” creeping in like a fog. But one Sunday,...
Jun 152 min read


How I Stopped Letting My Week Lead Me (And Took Back Control With Intention)
For years, I let my calendar — and my inbox — dictate my priorities. Back-to-back meetings. Constant pings. A never-ending to-do list. I...
Apr 82 min read


The Power of Coming Together as a Leadership Team: Why Offsites Matter
As a leader, stepping away from the day-to-day grind can feel like a luxury. But it’s in those moments of reflection and alignment that...
Jan 213 min read


Help Me, Help You: Guiding Your Customers to Define their Partnership Goals
It's still early January so I'm going to continue to talk about goals. Specifically customer goals. Everyone will always talk about how...
Jan 8, 20242 min read
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