Customer Lifecycle Design and Operations

The Whole Company Should Be Paid on NRR

Most SaaS companies make the same mistake: they hand Net Revenue Retention to Customer Success and expect one team to carry an outcome that every function in the business shapes. Product, engineering, support, finance, HR — they all influence whether customers stay and grow. But if their compensation doesn’t reflect it, their behavior won’t either. This article makes the case for a simple but powerful structural shift: when the whole company has skin in the NRR game, the dynamics change in ways that culture initiatives and all-hands messaging never could.

Customer Lifecycle Design and Operations

Most B2B companies have no shortage of revenue strategy. What they’re missing is the design layer that makes strategy executable. This article introduces Customer Lifecycle Design and Operations — a discipline that goes beyond traditional RevOps to define the roles, handoffs, stage criteria, and systems that determine whether your go-to-market motion actually functions. If your CRO’s vision keeps stalling between the slide deck and the field, this is why.
Customer Success aided by AI

The 50/50 Future of Support: Humans + AI

The future of customer support is no longer a promise, it’s a reality. With the advent of AI agents, leading companies are achieving a 50/50 balance between humans and technology, reducing costs without sacrificing customer experience. In this article, we explore how any organization, regardless of size, can achieve that same level of efficiency by combining robust processes, quality content, and intelligent bot design.

B2B SaaS Customer Success Maturity Model

A Customer Success Maturity Model provides a structured framework for B2B SaaS organizations to evaluate and enhance their customer success operations systematically. By defining clear stages of maturity, the model helps companies identify their current capabilities and outlines a pathway for progressive improvement…

A Better Way to Manage Salesforce Page Layouts

Dynamic Forms and Actions revolutionize traditional Salesforce page layouts by offering a plethora of new capabilities and flexibility. Granular control and improved page load times are just some of the advantages they provide.

The Imperative of Maintaining Current and High-Quality Lead Data

Leads are the lifeblood of sales and marketing efforts, representing potential customers interested in a product or service. However, the mere accumulation of leads isn’t enough; it’s important to be selective on what data points to capture and keep them current.

No matter your size, measure customer experience

Startup leaders often ask, “is my company big enough to worry about measuring customer experience?” I most often respond with a few questions of my own…