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March 29, 2017

The Best Medicine for Customer Success – Prescription

PrescriptionBy michaelpace on February 26, 2013

  1. Take two of these every 4 hours for 5 days
  2. Go home and rest
  3. Drink plenty of fluids
  4. Make some chicken soup
  5. Take ibuprofen to reduce fever
  6. Gargle salt water for a sore throat
  7. Steam to loosen congestion
  8. Etc…

We’ve all been there.  There is something wrong with our bodies, and we visit a doctor.  After their years of training and experience, they know the path back to health.  They prescribe a solution to help you get back into optimum shape.  They provide clear steps on how to get from poor results to feeling great.  I think you are getting where I am going; Customer Success needs to be prescriptive.

Particularly in the SAAS, but also relevant in other areas, customers need guidance to help them on to the road of success.  A typical scenario has a customer researching a product for a need, considering options, developing intent to purchase, and finally purchase.  During this process, they may consult with a “Sales Coach” or “Sales Representative” from your company to help them understand the possible value and help with initial set up.  Then they are handed over to Support.  Essentially, you have given them the medicine, but as with your personal health, there are multiple steps to success.

Here’s my prescription to help you develop a prescriptive path to Customer Success.


Identify the most common paths to Customer Success or “Happy Paths” (no more than 5) – As the doctor has learned from years of training and experience, you must understand the best practices of customers to achieve success.  While product training and experience will be helpful, I believe, you should be leveraging the best practices of BPM (Business Process Management) to clearly understand your customers needs.Map out how your current processes are actually working.  The two best tools from BPM for this activity are SIPOC and Swimlane tools. These tools will help you understand the people and tools involved in the processes, and will help identify overlaps, holes, and general inefficiencies.  You will probably come out of this exercise with a number of opportunities.

  1. Map out how your current processes are actually working.  The two best tools from BPM for this activity are SIPOC and Swimlane tools. These tools will help you understand the people and tools involved in the processes, and will help identify overlaps, holes, and general inefficiencies.  You will probably come out of this exercise with a number of opportunities.
  2. Determine what is Critical to Quality for your customer.  A very helpful tool process managers use to flesh out who your customer is, what they care about, and how to measure what they care about.
  3. Get deep into your analytics.  Hopefully, in this age of Big Data, you are collecting information about your customer’s habits and trends.  You need to understand what your most successful customers are doing, and how they are doing it.  Examples: How often do they log in?  What activities are they doing?  Are they contacting Support or are they using Forums?  At my previous employer, we saw an incredibly strong correlation of success with the amount of times they contacted Support.  They more the better (odd but true).  Do they use your product or service in a specific way?  Understanding your data will assist in the Success Path creation.

Customer Success starts in the top of the funnel.  How have your built awareness, consideration, and intent to buy?  Ease of use is an incredibly important variable in your customer’s purchase decision.  You need to ensure your marketing, or the expectations your company is setting, is obtainable, and the value you provide can be evident quickly.  The most important part of Customer Success is providing evident value quickly.


The critical handoff(s) after purchase.  As I just stated, you must provide evident value quickly.  Hopefully, within your Sales process you are able to demonstrate real value to your customer.  This is one of the huge benefits of providing trial periods.  If you are lucky enough to have a fast sales cycle, you may need to take additional steps to ensure the handoff of post sales to implementation or support is done incredibly well.  In fact, the harder it is for the purchase to be made (financial, complexity, etc..) the more time and money you need to spend in designing handoffs that ensure effectiveness.  I highly recommend adding a Customer Success team to identify struggling customers.  If your customers just purchased, their will to achieve the skill is at its highest.  A Customer Success team is charged with developing exception reporting to understand customer usage gaps, and remedy the situation through a mixture of well placed content and some courtesy calls.  The behavioral analysis you conducted previously should provide what’s needed for understanding your exception reporting.


Monitor behavioral and emotional responses.  A low amount of companies are collecting behavioral information about their customer’s actions.  A much larger portion is monitoring emotional ties to your company (Customer Satisfaction and/or NPS).  Guess what? You need to be measuring both simultaneously.  Let me give an example:  I am a customer of a cable company that provides my phone, internet, and cable.  Behaviorally, I am a great customer; I buy all of their services and upgrades.  Emotionally, I can’t stand them.  My NPS for them would definitely be in the detractor category.  Conversely, I am a customer of an internet based music collection company.  I have them on my mobile devices and desktop, but I forget to use it 99% of the time.  I love the service and function, but I forget all about it.  You need to be able to monitor both to prescribe the right action.


Action. Action.  Action.  Sometimes we end up in analysis paralysis, and forget to do something with all this data.  Regardless, if you are collecting only NPS or behavioral scoring, or both, you need to do something with the info.  If you are scoring low on CSAT or NPS, you do not have a strong relationship with your customer or they do not trust you.  If you are scoring low behaviorally, you may need to increase awareness or education.  Regardless, you will need to determine strategies to move the needle on your customer.  Make sure your post sale marketing is directed to their particular issue.  Make sure your customer service agents can see their scoring and have effective means at their disposal to correct the situation.


Customer Success is complex, and has been overlooked for many years.  If you leverage process management tools, recognize your Sales team is deeply involved and it doesn’t start at Support, ensure solid handoffs, monitor behavioral and emotional responses, and take action, you have the prescription for Customer Success.

Why NPS should stand for Near Pointless Scoring

By michaelpace on February 28, 2012

NPS and Behavioral scoring model

Just stop for a second and answer a question for yourself:

Why are you measuring Net Promoter Score (NPS)?

  • Does it provide you the best insight to your customer’s satisfaction?
  • Maybe you read The Ultimate Question six years ago, and have found your silver bullet to customer service?
  • Or your boss told you to do it?

Does anyone else struggle with what to do with a score of 27 when last month was a 29?

Do you end up looking at all the verbatim to understand the differences?

Do you ever wonder if someone’s score of 6 is another person’s 8?

Just stop again, and think why are you tracking NPS; for what purpose are you asking people “would you recommend our services/product to a colleague, friend or family?”

(Most probably) The reason you ask this question is to understand “how likely is my company going to retain you as a customer?”  If that was the question you needed the answer, would you consider possible other ways to skin the cat?  The primary purpose of Customer Service departments is to retain customers.  Yes, great customer service can fill the top of the funnel with new, super-qualified and efficient leads. (Learn more about the traditional funnel and how to Flip the Funnel) However, if Customer Service is not focused first on retaining customers, they become a worthless cost center.  Let me be clear, there are clearly differences how companies approach retention (ex. Zappos and <insert name> cable company).  Back to the heart of the matter; if you step back there are more ways than just NPS to answer the question “how likely is my company going to retain you as a customer”.  It is not the silver bullet.

One recent trend that has peaked my interest is customer behavior scoring.  This scoring uses variables, determined by the organization, that help leaders, management, and agents understand how often engage with your product or service, how effective customers are at using your product/service, and how much of your full suite of solutions are they utilizing.  By leveraging behavioral data, you take the subjectivity out of scoring.  This methodology is gaining steam with SaaS model businesses.  For example, you should be able to infer a customer’s likelihood of retention or attrition by understanding how often they log into your application.  This data can be presented in more raw form to analyst teams to create proactive programs and/or fed to front line associates with specific actions to take if contact is made.  There is considerably more actions that can be taken based on behavioral data than from subjective Net Promoter Scoring.  A Boston based company Apptegic is making some nice progress bringing these tools to market.

And while I think behavioral scoring is incredibly interesting, I am not sure it is the answer either.  However, if you are able combine the emotional and subjective scoring with the behavioral and objective scoring, you start to see a much clearer picture of an actual customer.  Emotional scoring (NPS/CSAT) measures the depth of the relationship, and behavioral scoring can measure interaction; together you get what I would call an Engagement Score.

NPS and Behavioral scoring model

And it gets even more interesting if and when you are able to understand the potential impacts of their social graphs.

NPS, behavioral and social graph

Now, you have a clear understanding of who your brand advocates are, and can develop programs to leverage their enthusiasm and the power of their voice.   You can also be more prepared if you have active participants with loud voices who are more likely to comment on displeasure.  Once you understand which box your customer is in, you can develop effective actions to be taken by your leadership, marketing and floor associates.

All I am trying to say is NPS is not the only game in town.  We should all be questioning why we do things.  And finally, if you get to the root of you quest (the why), we can develop solutions that meet and exceed our needs in this dynamic landscape.

Are you fed up with NPS?

Are you using another customer scoring system that is working for your business?

Does a combination score lead us closer to a “silver bullet”?