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The Secret To Customer Success in SaaS Startups
1. Brought to you by
The Secret to Customer Success in Startups
SaaS Customer Success
Brought to you by Gerry Claps (@gclaps)
VP Customer Success
2. What is Customer Success?1
“ensure your customers… continually and
increasingly receive value from your product over
the course of their lifetime as a customer.”
— Lincoln Murphy
4. The 3 Core Topics of Customer Success3
1. Onboarding
2. Support
3. Up-Sales/renewals
Source: What Does “Customer Success” Mean For SaaS Startups?
- Trak.io
5. Onboarding Strategies4
1. Social login
2. Required tutorial
3. Clear path to completion
4. Generate early value for the user
5. Progressive profiling
6. Opportunity to upgrade
7. Automagical registration
Source: Onboarding New Users Is Harder Than You Think -
Intercom
8. Learn from Cancelations7
When a customer cancels a plan (and it’s guaranteed that
some will), simply ask them why - you’ll be surprised with
what you learn.
9. Example Customer Success ‘Stack’8
1. Intercom — live customer chat / analysis
2. Hangouts / Skype — voice and video calling
3. Notify — social media brand monitoring
4. Slack — team communication
5. Mailchimp — drip campaigns
6. Gmail — email client