The sideways Funnel will help you define the most fundamental customer success process
"The customer success lifecycle journey map". This map defines how upsell and renewal revenue is created through these different phases.
The template comes with easy-to-understand instructions that will take you through the steps to build this map.
I recommend that you allocate 70 minutes for your first run-through and you try the following schedule.
Step 1: Read the instructions and familiarise yourself with the template (15 minutes)
Step 2: Define your lifecycle phases (15 minutes)
Step 3: Define the functional teams involved in each phase (15 minutes)
Step 4: Define the actions taken within each phase, define these actions based on the role (20 minutes)a. Associate Customer Success Manager b. Customer Success Manager c. CustomerSuccess Director
Step 5: Define the metrics for each phase that contribute to a successful outcome (20 minutes)Step 6: Reflect and consider reviewing your work in a day or two.