CS Governance & Engagement Template

Introducing the Customer Success, Governance & Engagement Framework Template, a valuable resource for CS teams worldwide. This template enables CSMs to engage in meaningful conversations with their customers, ensuring the delivery of value at every interaction. By leveraging this framework, CS teams can establish a standardized level of engagement based on the specific needs and desired outcomes of each customer stakeholder. This tool empowers CS teams to enhance customer success, drive effective governance, and foster strong customer engagement.

Contributed by:
Haig Kingston

Processes & programs

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.

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Human relationships can be complicated to manage. However, there are many dimensions according to which we can profile people’s behavior. This notion led me to create this infographic to assist CSMs in identifying the appropriate approach to manage stakeholders and find avenues to engage them.

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