Customer success

01 — Setting a strategy

One huge take-away from working in SaaS: ARR and hence retention is king. Yet many companies have no customer marketing strategy; everything is ad-hoc. Solid customer marketing starts with goal-setting in collaboration with Customer Success.

Operational emails are usually boring. But they're almost always read, so why not spice them up a bit?

Onboarding emails don't have to be bland. They're almost always read, so why not make them impactful?
Turnover happens. Maintain continuity of the customer experience with a professional transition notice.
Promote local training events to customers in targeted geolocations.
Ask your most evangelical customers to vote and review your product on platforms like G2Crowd.
Implementation video promoted in new customer onboarding email campaign.

02 — Setting customer growth goals

Customer marketing should be in support of established customer growth goals, but are generally focused around increasing communication cadence, customer engagement, new feature adoption, and upsell.

Upselling professional services can be a great way to drive growth from customer marketing.
Use customer communications to convey important new thought leadership content.
Highlight specific professional services offerings that can make your customers' life easier.
Highlight exclusive content for customers, like this one written by our Client Advisory Board.

03 — Up your sophistication

Segment customer communications by customer health scores, usage sophistication, or duration.

04 — Employ your customers to drive growth

Use sentiment or customer health scoring to determine your happiest customers, and invite (and/or incentivize) them to leave a review for your app on G2, TrustPilot, Capterra, and elsewhere.

Ryan Galloway

Woodinville, WA | (425) 501-8449 | ryan@ryanspursuits.com

© Ryan Galloway, 2024