Getting a Large Customer Success BUDGET APPROVED
Channel: CSM Practice
Date: 05/02/2018

#BudgetApproved #CustomerSuccess

As a Customer Success Management (CSM) team, you need a bigger Customer Success budget to scale your program. 

You might need additional funds to purchase a Customer Success Operations system to automate playbooks and avoid unnecessary manual work. 

You might need additional funds approved to hire additional Customer Success managers. Additional team members will help keep your CSM ratio reasonable and your team more proactive. 

Hiring or outsourcing a customer success operations team could help your Customer Success managers leverage templates, have access to a well-documented customer success playbook, and ensure efficiency when executing them. 

In this webinar recording, Carolee Gearhart, former SVP of Customer Success for Adaptive Insights, and Irit Eizips, CEO for CSM Practice, share the process, the budget templates, and tips to get customer success teams to get a bigger budget approved. 

00:00  Intro
00:33  Bigger Budget 
04:49  The Plan
05:48  Avoiding Junior Mistakes
07:31  The Three R
09:41   Staffing Assessment Needs
11:24   CS Tools Budget
14:26   Preparing Budget
17:13  CS Resources Approval Process 
28:48  Budget Templates Examples
31:12  CSM Headcount Planning
34:36  Ratio Input

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📖  Read this blog on How to get your customer success budget increased:
http://www.csmpractice.com/how-to-get-your-customer-success-budget-increased/

⏬ Download Customer Success PowerPoint template for proving your value of Customer Success to your board of directors:
https://www.csmpractice.com/board-of-directors-cs-slides-template

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Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success p
ractice:

1. Grab a free copy of our Customer Success templates and infographics
We’ve created a resource library for you to gain easy access to best practices and benchmark data.  https://www.csmpractice.com/resources 

2. Subscribe to our CSM Practice newsletter
Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. https://www.csmpractice.com/newsletter-sign-up 

3. Work with our team privately
If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. https://www.csmpractice.com/cs-consulting

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LEARN MORE ABOUT CUSTOMER SUCCESS
with these free resources:

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https://www.csmpractice.com/resources

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