CS Discovery Best Practices for Strong Relationships

This guide is specifically designed for Customer Success Managers (CSMs) seeking to build strong relationships with their customers. It provides practical advice, actionable tips, and a collection of discovery questions that can be utilized to drive success, boost customer satisfaction, and establish stronger connections. By following the customer success best practices outlined in this guide, CSMs can deepen their understanding of customers' needs, goals, and challenges. The included discovery questions serve as powerful tools for uncovering valuable insights, identifying opportunities for improvement, and tailoring customer success strategies. By leveraging these resources, CSMs can proactively address customer needs, deliver personalized solutions, and foster long-lasting relationships based on trust and mutual success. Implementing the advice and utilizing the discovery questions in this guide empowers CSMs to elevate their customer interactions, drive positive outcomes, and achieve customer success at a higher level.

Contributed by:
Kaylyn Beverly

Training activities

Kaylyn Beverly is a customer success professional with a passion for driving customer growth in the marketing and cybersecurity space. She started as a Customer Success Manager and quickly excelled in providing exceptional customer experiences. She then became a Digital Customer Success Manager, identifying customer needs and providing tailored solutions for success.

Get the Template

By submitting your information to our website you agree to the terms outlined in our privacy notice.

CS Discovery Best Practices for Strong Relationships

Thank you!

download nowI’m ready
Oops! Something went wrong while submitting the form.


Contributed by: Mariah Urueta

Mariah boasts 4+ years of B2B SaaS expertise and 3+ years in Program Management from the non-profit sector. As Gong's 3rd Scale CSM, she expertly combined empathy and data to create a self-serve experience for the scale segment, achieving 2-3 times faster time-to-value for customers while managing 160+ accounts. Continuing her journey as Product Manager at LeanData, she excelled as an Associate Product Manager, leading the launch of multiple roadmap level features and integration enhancements.

Mariah UruetaGet template
Processes & programs

Contributed by: Haig Kingston

Haig Kingston is an experienced Customer Success Professional and Leader with over 10+ years of experience within the Saas and Services space, working with a wide range of customer profiles and leading on CS scale ups within organizations both, domestically and globally. CS is his passion and works to help support others across the industry through various thought leadership groups.

Haig KingstonGet template
Processes & programs