From CS-Led to Customer-Led: Checklist for CS Leaders.

Customer-Led Transformation: A Checklist for CS Leaders

By completing the tasks and answering the questions on this customer journey checklist, customer success leaders can continuously improve their customer journey to make it more customer-led. This valuable resource enables you to identify pain points, enhance customer engagement, and drive customer-led growth. The checklist provides a comprehensive guide for evaluating and optimizing each stage of the customer journey, ensuring that your processes and interactions are aligned with your customers' needs and expectations. By leveraging this customer journey checklist, you can proactively address gaps, refine strategies, and deliver exceptional experiences that foster long-term customer loyalty and drive sustainable growth.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Shachar Avrahami

Checklists

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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By completing the tasks and answering the questions on this checklist, customer success leaders can continuously improve their customer journey to make it more customer-led, identify pain points, and increase customer engagement.

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Contributed by: Shachar Avrahami

Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.

Shachar Avrahami Get template
Processes & programs
112

Contributed by: Shachar Avrahami

Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.

Shachar AvrahamiGet template
Processes & programs
111