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Building The Customer Success Management
                        Team
                                                             Mikael Blaisdell
                                                      Mikael Blaisdell & Associates, Inc.
                                                         TheHotLineMagazine.com
                                                              (510) 865-4515
                                                          mikael@mblaisdell.com




Presentation © 2013 Mikael Blaisdell – All rights reserved
                                                                                       1
Foundation & Framework
 The Profession & Practice of CSM
 The Keys
    • Managing Vision & Perception
    • Data
 Moving Up The CSM Maturity Matrix


 “It’s What You Don’t Know About Your
    Customer Relationships That Can
       Cause You To Lose Them.”




                                        2
3
Fire Drills & The Firefighter
 Strategy
    • Reactive
    • Mission
    • Definition of Role
 Process
    • Interactions
    • Analysis
 People
    • Organization
    • Operators
    • Analysts
 Technology
 Challenges
 Goals & Objectives for Advancement
                                      4
The Facilitator
Strategy
   • Moving towards Retention
Process
   • Interactions
   • Analysis
People
   • Structure
   • Individuals
Technology
Challenges
Goals & Objectives for Advancement




                                     5
The Maintainer
Strategy
Process
People
Technology
Challenges
Goals & Objectives for Advancement




                                     6
The Owner
 Strategy
 Process
 People
 Technology




         “We Make More Money Better/Faster for your
          company and ours – and We Can Prove It!”




                                                      7
Questions?
             Mikael Blaisdell
  Mikael Blaisdell & Associates, Inc.
   TheHotLineMagazine.com
        (510) 865-4515
    mikael@mblaisdell.com

   Presentation © 2013 Mikael Blaisdell – All rights reserved


                                                           8

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Customer Success Summit: Building the Customer Success Management Team

  • 1. Building The Customer Success Management Team Mikael Blaisdell Mikael Blaisdell & Associates, Inc. TheHotLineMagazine.com (510) 865-4515 mikael@mblaisdell.com Presentation © 2013 Mikael Blaisdell – All rights reserved 1
  • 2. Foundation & Framework The Profession & Practice of CSM The Keys • Managing Vision & Perception • Data Moving Up The CSM Maturity Matrix “It’s What You Don’t Know About Your Customer Relationships That Can Cause You To Lose Them.” 2
  • 3. 3
  • 4. Fire Drills & The Firefighter Strategy • Reactive • Mission • Definition of Role Process • Interactions • Analysis People • Organization • Operators • Analysts Technology Challenges Goals & Objectives for Advancement 4
  • 5. The Facilitator Strategy • Moving towards Retention Process • Interactions • Analysis People • Structure • Individuals Technology Challenges Goals & Objectives for Advancement 5
  • 7. The Owner Strategy Process People Technology “We Make More Money Better/Faster for your company and ours – and We Can Prove It!” 7
  • 8. Questions? Mikael Blaisdell Mikael Blaisdell & Associates, Inc. TheHotLineMagazine.com (510) 865-4515 mikael@mblaisdell.com Presentation © 2013 Mikael Blaisdell – All rights reserved 8