http://close.io

1. Customer Success
Driven By Sales
!
Kevin Ramani
kevin@close.io

2. What is Customer
Success?
•Usage
•Churn
•Success

3. Qualifying for fit
Pre-Sale

4. Qualifying for risks
Pre-Sale

5. Setting the right expectations
Pre-Sale

6. Selling the on-boarding
experience
Pre-Sale

7. Push for contract or
prepaid
Pre / Post Sale

8. Up-sell / Referrals
Post Sale

9. Turning problems into
opportunities
Post Sale

10. Address Root Cause
Post Churn

11. Selling the value of extra
attention
Post Churn