Harness data and streamlined processes to anticipate risk, drive efficiency, and scale Customer Success impact.
Overview
Syllabus
- Unit 1: Designing Predictive Customer Health Scores
- Building Predictive Customer Health Scores
- Predictive Health Score Negotiation
- Draft an Executive Memo on Churn Model Back-Test Results
- Unit 2: Predictive Insights & Risk Response
- Refining Predictive Alert Thresholds
- Risk Response Ownership and Action Planning
- Risk Response and Process Improvement Review
- Unit 3: Process Optimization & Tooling Strategy
- Workflow Mapping for Customer Success
- Customer Segmentation Strategy Discussion
- Automation Prioritization and Stakeholder Alignment
- Craft a Cost-to-Impact Memo on CS Platform Renewal
- Unit 4: Executive Storytelling & Forecasting
- Craft an Executive Email: 3–Slide CS Metrics Outline
- Executive Metrics to Actionable Decisions
- Craft a Board-Ready Retention and Expansion Memo