Customer success playbooks standardize the foundational CS strategies all customers need. They are focused on defining a set of actions and interactions with customers when certain triggers or parameters are met. Playbooks are useful in guiding best practice by CS teams so that the best outcomes can be achieved for customers across the board.
Assembling effective playbooks is a high priority for customer success leaders, even at the earliest stages of maturity. We explain the importance of playbooks and their role in helping you scale your customer success program in our Essential Tool: Establishing Scaleable, Effective Customer Success Playbooks.
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