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How do I set up a Customer Success program?

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You’ll see a lot about Customer Success and best practices floating around in the startup world.

Many people have no idea what it means!

Is it customer support? Nope.

It’s ensuring that your customers are using your product correctly and that the use of said product is helping their business to succeed.

I’m sure there are folks out there who claim to have perfected the recipe for an award-winning customer success program, but how can that be since one size doesn’t fit all in business?

There are great frameworks to follow and best practices in setting up your CS program, but you really do need to tailor it to fit your business and your customers.

It should be an ever-evolving program – tweaked when necessary as your product and users evolve.

Chatting about Customer Success with someone who has set up CS programs before and has successfully run them is invaluable.

Learning what they did to make sure their customers’ needs were being met and how they organized it all is pure gold for someone in your shoes.

Check out some of the suggested mentors below that have first-hand experience setting up customer success programs.

Jessica Volbrecht

COO at GrowthMentor

I can help you come with ways to ensure that your customers are talking about you. Of course in a positive way ;) You HAVE to win them over and make them love your product. If you can get them to love you as well, well then you are winning at customer success life!

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Jessica helped me identify communities and pockets of people that can lead to my first customers. She has a vast network and has a good strategic approach on how to creatively find and get in front of your audience. She was very helpful, kind, and was genuinely interested in seeing me succeed. She is a great person to know and will surely be valuable throughout the duration of my business! People like Jessica enable you to bridge networks and open up new doors that would take you much longer on your own. She is great.

Mitch Kessler

Founder at Melcalfe

Jessica is great! She used the meeting to really get to know me and my company’s social strategy to make sure she understood what I needed. We had a great organic conversation during the meeting where I had a lot of takeaways, and then afterwards she sent me a comprehensive email that broke down all of the advice and strategy recommendations related to our conversation. She was incredibly friendly, patient, and easy to talk to. I would definitely use her again if I was in need to any social media content strategy advice!

Lauren Lyttle

Nykki Yeager

Head of Customer Success at

Great customer experience requires a solid strategy, the right tools, and well-trained and purposeful employees. I can talk through the infrastructure you need to build and grow your team, as well as how to engage with your customer base to increase value, satisfaction, and retention.

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Nykki is a superb mentor! She is generous with sharing her experience and making suggestions. She has a great understanding in product business and knows what to look out for when searching for product market fit. Highly recommend to reach out to her for a chat

Sam Y

My Zoom call with Nykki went very well. Nykki is friendly and insightful. She helped me see something that I was overlooking in my agency plan and thank her for that advice. I don’t think I would have discovered this oversight, on my own, and Nykki pointed this out fairly quick. I plan to schedule more meetings with Nykki, in the near future and highly recommend her mentorship.

Marco Munoz

“Anita is extremely friendly, well experienced in Customer Success and is true to her value of always thinking of customers. Anita is able to instantly think of your customers POV, when you explain your profession and industry and come up with strategies to support them. I will definitely be booking another session with Anita again soon.”

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Aaron Foster

CEO at

Mentor Anita Toth

“Oz has been very patient and supportive in offering his free help on my query. I was looking for advice on starting a new career as a Customer Success Manager and was able to confidently express my current situation and hear an unbiased opinion. With Oz’s expertise, I was able to hear first hand what it is like to create a CSM team and manage. Oz demonstrated examples of true success based companies and has since introduced me to a contact who could further help my journey. Thank you, Oz. You are awesome!”

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