From CS-Led to Customer-Led: 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.

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 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.

Shachar AvrahamiGet template
Checklists
101

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
8