Reactive to Proactive Customer Success - The Customer Success Pro Podcast

Hello Customer Success Pros,

I am very excited to bring you the first of our monthly podcasts on The Customer Success Pro! I am so excited and honored to share my first conversation with you with my first guest, Rachel Provan, Founder of Provan Success.

In this episode Rachel and I discuss the key aspects a CSM and a CS Leader needs in order to become more proactive with your customer success strategy. We talked about mindset shifts that are necessary in CS in order to deal with issues like impostor syndrome and delivering outputs the truly drive business value.

Rachel personally shared instances from her career spanning over 18 years and offers tips, like setting aside time for strategy and relentlessly prioritizing tasks. She emphasized the importance of realistic expectations and a proactive approach in customer success.

Some of the questions I ask Rachel in our conversation:

❓In CS we are really focused on people getting to certain outputs - how do you ensure you get the best our of your team? Is there a strategy or mindset a team leader should follow?

❓How can CSMs make sure they help their customers get to desired outcomes without working overtime to do it? Is there a mindset shift here?

❓Looking back at your career, what is one thing that you wish you could have done differently or better based on your mindset?

When listening to this episode you will learn the following tips:

✔️ The Importance of Time Management in Customer Success

✔️ The Impact of Task Switching on Productivity

✔️ The Importance of Prioritization and Saying No

✔️ Overcoming Imposter Syndrome

Have a list to the latest podcast on Spotify, Apple Podcasts, or Youtube and make sure to let me know what you think!

Wanna win a free 45 min coaching session with Anika?

Get 45 min of 1-1 coaching for free…it will be super easy! Just follow the following steps and do so before March 20, 2024 and you can win a free 1-1 coaching session with Anika.

1. Go and listen to the new episode of the podcast

2. Once you have listened to the episode, please leave a review on Apple Podcasts or Spotify

3. Take a screenshot of your review

4. Reply to this email with your screenshot letting me know you left a review

5. Three winners will be picked by March 21, 2024 for 1-1 coaching

That's all for now, I will share more on the podcast on Linkedin and of course on the next newsletter.

I hope you’ve found this newsletter helpful. If you did find it helpful feel free to forward it to a friend or a colleague, sharing is caring! If you have any questions or suggestions, please feel free to contact us.

Thanks,

Anika