FREE Live Masterclass - Drive Revenue and Showcase Customer Value

Hey CS Pros!

Guess what there are less than 120 days left in 2024!!! 😱 (113 days to be exact, which is 3 months and 22 days)..Feeling the pressure on a Monday? Well I am, which has inspired today’s post.

As we move into the last quarter of the year, one thing remains true, 2024 continues to be the year of revenue in Customer Success.

Being held accountable to a revenue metric isn’t new in SaaS. But let’s be real—if you’re in CS, that pressure to own the Net Revenue Retention (NRR) number can feel overwhelming. Sure, we all know the goal: prevent churn, drive renewals, and keep customers engaged with our product or service. But how do you actually do that?

Let’s face it—there’s a serious lack of practical training out there that makes us comfortable talking about revenue. And yet, revenue is the reason we’re all here. It’s the bottom line that drives our companies, motivates our customers, and—let’s not forget—pays our bills.

Because let’s be honest, money is why we are all here. So money = revenue right? But who cares about revenue?

So, what’s the key to focusing on revenue as a Customer Success Manager (CSM)?

💬 Regularly engage with your customers.

📊 Leverage data to demonstrate value.

📈 Craft a strategic success plan.

✉️ Send impactful follow-up emails.

📋 Secure that upsell in a QBR.

📝 Develop scalable playbooks.

And then… do it all over again. And again. And again. 😅

Sound exhausting? It is! Hitting your NRR goals year after year isn’t easy. It takes time, focus, and the right approach. The truth is, becoming a revenue-minded, strategic CSM isn’t something you figure out overnight—it’s a process that often takes years to perfect.

But what if you could accelerate that process?

🪜 What if there was a step-by-step guide to help you navigate your path to becoming a revenue-driven CSM, laying out exactly what to do, when, and how?

I’m not talking about another list of random LinkedIn posts, blog articles, or podcast episodes you’ve bookmarked and never gotten around to. I’m talking about a real, actionable strategy—a blueprint that aligns with your daily work and makes a measurable impact.

Here’s what you need to crush your NRR goals:

✅ A strategic revenue plan that aligns with your CS initiatives.

✅ Deep, meaningful relationships with your clients that build trust and loyalty.

✅ The skills to handle upsell objections like a pro.

✅ The right discovery questions that open doors to new opportunities.

Sounds like a dream, right? But how do you actually get all of this?

🚨 I’ve got the answer. Join me LIVE on September 18th for a FREE, exclusive webinar!

If you want some help before the live webinar training then feel free to check out my free guide on how to make sure you focus on revenue and customer outcomes in your next quarterly business review!

If you are struggling to manage your customers or your responsibilities...You probably need this guide to help you unlock revenue in your next business review with your customer.

That’s all for now. I will be back later this week with more actionable tips, tricks and best practices on how you can level up your CS career. Make sure you follow me on Linkedin to keep up to date!