Internal meeting on the value of CS Ops

The Customer Success Operations Approval Meeting template serves as a dedicated resource to obtain in-house approval and support for building a robust Customer Success Operations team. This template acts as the crucial first step in creating a highly effective and efficient CS Ops department. By utilizing this meeting template, you can effectively present your case and garner the necessary buy-in from stakeholders within your organization. This meeting serves as an opportunity to outline the benefits and value of establishing a dedicated CS Ops team, emphasizing the strategic advantages it brings to managing customer relationships, optimizing outcomes, and driving sustainable growth. Through this template, you can gain the crucial support needed to establish a great CS Ops department and lay the foundation for exceptional customer success initiatives.

Contributed by:
Mark Speare

Internal meetings

Mark is a customer-obsessed leader passionate about delivering value and driving innovation for customers. With over 5 years of experience in B2B and B2C SaaS startups, he excels in developing and implementing internal processes and tools to enhance team efficiency. Mark has led initiatives to analyze usage metrics, build customer health scores, and drive user adoption.

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Internal meeting on the value of CS Ops

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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.

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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.

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Processes & programs