Customer Success Blog
Over the past seven years, our team of active customer success professionals have worked to create a library of inspiring and helpful resources for leaders and CSMs. Our topics include management, designing programs, developing skills as customer success professionals, and engaging with executives.
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Annual Planning for Customer Success
Try to hit these annual planning steps and you and your CS team will be ready to hit the ground running in 2026!
What It Truly Means to Be a Proactive Customer Success Manager
Discover what proactivity looks like, why it matters, and how CSMs can build it into their daily practice in ways that drive meaningful business outcomes.
What If Customer Success Writes Other Teams’ Goals?
Too many CS teams carry the weight of retention without the control to drive it. This blog breaks down why true success is a company-wide effort — and how to align goals accordingly.
The Role of Customer Success in Shaping Company Culture
What if CS teams didn’t just mirror culture, but instead helped to define it?
The Power of Silence in Customer Conversations
One of the most powerful tools in a customer success professional’s toolkit isn’t something we say at all. It’s silence.
Creating a Customer Success Elevator Pitch
Struggling to get executive buy-in for your Customer Success team? Start by thinking like an entrepreneur—and crafting a pitch that proves your value in 60 seconds or less. Find out how here.
If You Need a Playbook for Everything, You Hired the Wrong CSMs
Playbooks have their place, especially in tech-touch and high-volume segments where consistency and efficiency are critical. But great CSMs aren’t hired to follow instructions. They’re hired to think.
Stop Rewarding Burnout - Rethinking the “Hero CSM”
The strongest CS teams aren’t full of heroes. They are built on healthy teams, smart processes, automation and rewarding results.
Job Titles in Leadership Are A Mess: Let’s Clean Them Up
Too many SaaS leaders have the wrong title, and it’s hurting companies. Let’s break down what each role should mean and how to get titles back on track.
Not All Red Flags Are Obvious: The Subtle Signs of Customer Risk
Find out how to pay attention to both the classic signs of churn risk and more subtle indicators.
Why Customer Journey Mapping is Essential for Digital-First Businesses
A well-designed customer journey isn’t just about solving problems; it’s about anticipating emotions and proactively delivering moments of delight.
CS Considerations for SMB and Non-SaaS Organizations
As customer success continues to evolve, so must our strategies. Find out how to recognize these nuances and adjust accordingly.
How Great Product Storytelling Helps You Ace Your Customer Onboarding
When customers connect emotionally with your product's narrative, they’re more likely to stay beyond the first month. Find our more from our Guest Blogger this week, Sakshi Pratap, Founder & CEO at Hexus AI.
Customer Success for Introverts: Asking Great Questions
Tips and tricks for asking great questions and seeming like an extrovert, while supporting your introverted side.
ChurnZero’s Article on 2025 CS Trend Predictions
What’s coming for CS in 2025? Find out how to position yourself for rapid change and notable anticipated trends according to industry experts.
Neurodiversity, CX, and Curb Cuts (Oh, My!)
Our guest blogger, Virgnia Bloom, explores how to support neurodiversity in the workplace, showcasing the unique strengths neurodivergent individuals bring to the table and the benefits of creating an inclusive environment.
Planning for 2025: Building the Business Case for Budget
Find out how best to build a business case for the things – people, tools, training – your team needs to deliver an excellent customer experience next year.
Re-Engaging the Buyer
Find out how to re-establish your value as a trusted advisor and get your buyer relationship back on track.
Planning for 2025: Technology & Training
Realistically, the biggest piece of your budget as a CS leader will be the cost of your team. However, two other large pieces to consider are technology & training. Find out how to plan for those here.
Planning for 2025: Team Structure
Get tips on how to dial in your headcount for 2025, based on the customer journey you expect your teams to deliver.