Establishing a customer success strategy for your business

Read our guide to establishing a customer success strategy for your business.

Helen Cockle

Having a good strategy for customer success can help your company grow and improve your customer retention. We understand that customer success is not as easy as it sounds, so we've compiled this guide to creating a successful customer success strategy.

Customer success describes improving the customer journey from a potential sale to a satisfied customer.  Companies and customer success teams can improve their strategy by understanding each step of this process - from what a potential customer needs to sign a deal to what is needed for building customer loyalty.

Two women talking in office
Having a good strategy for customer success can help your company grow and improve your customer retention.

Make them aware of their product

Awareness of your service and products is the first step in an effective customer success strategy. Making a positive first impression of your product or service is key in engaging potential customers and likely to them signing up. A lot of these initial impressions will be formed online, which means your website and online presence are part of your customer success program. Beyond an initial impression, keeping up customer satisfaction largely stems from a consistent experience and aesthetic. If you pair this consistent customer experience with engagement solutions, you are likely to reach your target audience. The younger your company is, the more proactive and engaging your (online) presence has to be to attract the attention you want.

Man using a laptop
Awareness of your service and products is the first step in an effective customer success strategy.

Have a robust onboarding process

While customer support is key in customer relationship management, good retention rates start with a good acquisition process. This acquisition and onboarding stage is where investment in customer success software can pay off. It can ensure a smooth customer acquisition. A good relationship between customer success management and clients can be helped by a guided onboarding system for B2B customers or an efficiently designed sign-up or subscription process.

Create loyalty throughout the customer success team

Your customer support team is key in having your customers succeed. Helping your clients face whatever issues they encounter has to be part of your customer success plan - being able to find solutions for issues together is a key factor in customer success. Quick and helpful responses will help your customer success tactics and retention rate.

Customer support team
Your customer support team is key in having your customers succeed.

Improve your customer success by using direct debits

In order to balance the time consumed by integrating new customer service software, you should consider streamlining other processes. You could eg simplify your invoicing and payments to reduce time spent on chasing clients.

Woman paying at counter
In order to balance the time consumed by integrating new customer service software, you should consider streamlining other processes.

We can help

If you’re interested in discovering more about this, or want to learn more about how you can grow faster with better, instant prediction information.

Learn more

More from the Blog

What Is A Balance Sheet? Definition, Template & Examples

Business finance can get complicated, but an up-to-date balance sheet means you always know what’s going on and where your money is.

Read story

Do Small Businesses Pay VAT?

VAT is a tricky area of business finances. Find out what VAT means for you and your small business, who should pay it, and why.

Read story

Types of Business Insurance for Small Businesses

Find out what types of business insurances small businesses should have, and which are required by law.

Read story