#customer success
Referral and Testimonial Request — Ask Customers the Right Way
Ask a customer for an introduction, a testimonial or a case study interview at the right moment, with a message that's easy to say yes to and a draft they can edit.
Nigel Yoshida
Quarterly Business Review — Show Results and Agree on What's Next
Plan a quarterly business review with a customer: an agenda, results against their goals, what's working and what isn't, recommendations and next quarter's plan.
Nigel Yoshida
Sales to Customer Success Handoff — Nothing Lost After the Signature
Write the handoff from sales to customer success or onboarding: why they bought, what was promised, the people, the risks, and a welcome message to the customer.
Nigel Yoshida