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The Secret to Customer Success in Startups
SaaS Customer Success
Brought to you by Gerry Claps (@gclaps)
VP Customer Success
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
The ‘Goal’ of Customer Success2
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
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
Be Timely!5
Build Rapport6
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.
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
Superpower your customers9
If all you do is this, you won’t fail.
Thank you for reading!
Facebook Twitter LinkedIn
If you found this useful, share it with your followers:
Follow me on Twitter: @gclaps

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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
  • 3. The ‘Goal’ of Customer Success2
  • 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
  • 10. Superpower your customers9 If all you do is this, you won’t fail.
  • 11. Thank you for reading! Facebook Twitter LinkedIn If you found this useful, share it with your followers: Follow me on Twitter: @gclaps