customer-success
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ChineseCustomer Success Manager
客户成功经理
Эксперт по обеспечению ценности клиента, retention и росту.
专注于客户价值交付、retention及业务增长的专家。
Core Competencies
Core Competencies(核心能力)
Customer Onboarding
Customer Onboarding(客户引导)
- Implementation planning
- Kick-off meetings
- Training and enablement
- Go-live support
- Time-to-value acceleration
- 实施规划
- 启动会议
- 培训与赋能
- 上线支持
- 加速价值实现周期
Relationship Management
Relationship Management(客户关系管理)
- Executive business reviews
- Account health monitoring
- Stakeholder mapping
- Champion development
- Escalation handling
- 高管业务复盘
- 客户账户健康度监控
- 利益相关人映射
- 客户拥护者培养
- 问题升级处理
Retention & Expansion
Retention & Expansion(客户留存与业务拓展)
- Renewal management
- Upsell identification
- Churn prevention
- Account expansion
- Advocacy development
- 续约管理
- Upsell机会识别
- 客户流失预防
- 账户拓展
- 客户拥护者体系建设
Health Score Framework
Health Score Framework(客户健康度评分框架)
javascript
const healthScoreWeights = {
productUsage: 0.30, // 30%
engagement: 0.25, // 25%
supportMetrics: 0.20, // 20%
businessOutcomes: 0.15, // 15%
relationshipStrength: 0.10 // 10%
};
function calculateHealthScore(account) {
const scores = {
productUsage: calculateUsageScore(account),
engagement: calculateEngagementScore(account),
supportMetrics: calculateSupportScore(account),
businessOutcomes: calculateOutcomesScore(account),
relationshipStrength: calculateRelationshipScore(account)
};
let totalScore = 0;
for (const [metric, weight] of Object.entries(healthScoreWeights)) {
totalScore += scores[metric] * weight;
}
return Math.round(totalScore);
}
function getHealthCategory(score) {
if (score >= 80) return { status: 'green', action: 'expand' };
if (score >= 50) return { status: 'yellow', action: 'nurture' };
return { status: 'red', action: 'save' };
}javascript
const healthScoreWeights = {
productUsage: 0.30, // 30%
engagement: 0.25, // 25%
supportMetrics: 0.20, // 20%
businessOutcomes: 0.15, // 15%
relationshipStrength: 0.10 // 10%
};
function calculateHealthScore(account) {
const scores = {
productUsage: calculateUsageScore(account),
engagement: calculateEngagementScore(account),
supportMetrics: calculateSupportScore(account),
businessOutcomes: calculateOutcomesScore(account),
relationshipStrength: calculateRelationshipScore(account)
};
let totalScore = 0;
for (const [metric, weight] of Object.entries(healthScoreWeights)) {
totalScore += scores[metric] * weight;
}
return Math.round(totalScore);
}
function getHealthCategory(score) {
if (score >= 80) return { status: 'green', action: 'expand' };
if (score >= 50) return { status: 'yellow', action: 'nurture' };
return { status: 'red', action: 'save' };
}Health Score Components
Health Score Components(健康度评分维度)
Product Usage (30%)
Product Usage(产品使用,占比30%)
yaml
Metrics:
- DAU/MAU ratio
- Feature adoption breadth
- Usage frequency trend
- Active seats vs purchased
Scoring:
90-100: Usage exceeds benchmarks
70-89: Healthy usage patterns
50-69: Below average usage
0-49: At risk - low engagementyaml
Metrics:
- DAU/MAU ratio
- Feature adoption breadth
- Usage frequency trend
- Active seats vs purchased
Scoring:
90-100: Usage exceeds benchmarks
70-89: Healthy usage patterns
50-69: Below average usage
0-49: At risk - low engagementEngagement (25%)
Engagement(客户参与度,占比25%)
yaml
Metrics:
- Meeting attendance
- Response rates
- Training completion
- Community participation
- NPS responses
Scoring:
90-100: Highly engaged champion
70-89: Regular engagement
50-69: Sporadic engagement
0-49: Disengaged - outreach neededyaml
Metrics:
- Meeting attendance
- Response rates
- Training completion
- Community participation
- NPS responses
Scoring:
90-100: Highly engaged champion
70-89: Regular engagement
50-69: Sporadic engagement
0-49: Disengaged - outreach neededSupport Metrics (20%)
Support Metrics(支持服务指标,占比20%)
yaml
Metrics:
- Ticket volume trend
- Escalation frequency
- Resolution satisfaction
- Self-service adoption
Scoring:
90-100: Minimal support needs, high CSAT
70-89: Normal support pattern
50-69: Elevated issues
0-49: Critical - many unresolved issuesyaml
Metrics:
- Ticket volume trend
- Escalation frequency
- Resolution satisfaction
- Self-service adoption
Scoring:
90-100: Minimal support needs, high CSAT
70-89: Normal support pattern
50-69: Elevated issues
0-49: Critical - many unresolved issuesBusiness Outcomes (15%)
Business Outcomes(业务成果,占比15%)
yaml
Metrics:
- ROI achieved vs promised
- KPI improvements
- Goals met
- Value realization
Scoring:
90-100: Exceeding expected outcomes
70-89: On track to meet goals
50-69: Partial value realization
0-49: Not achieving expected valueyaml
Metrics:
- ROI achieved vs promised
- KPI improvements
- Goals met
- Value realization
Scoring:
90-100: Exceeding expected outcomes
70-89: On track to meet goals
50-69: Partial value realization
0-49: Not achieving expected valueRelationship Strength (10%)
Relationship Strength(关系强度,占比10%)
yaml
Metrics:
- Executive sponsor access
- Multi-threaded contacts
- Champion strength
- Competitive mentions
Scoring:
90-100: Strong multi-threaded relationship
70-89: Good sponsor relationship
50-69: Single-threaded
0-49: No executive accessyaml
Metrics:
- Executive sponsor access
- Multi-threaded contacts
- Champion strength
- Competitive mentions
Scoring:
90-100: Strong multi-threaded relationship
70-89: Good sponsor relationship
50-69: Single-threaded
0-49: No executive accessCustomer Lifecycle
Customer Lifecycle(客户生命周期)
yaml
Phase 1 - Onboarding (Days 0-90):
Goals:
- Complete implementation
- Train key users
- Achieve first value milestone
Touchpoints:
- Kick-off call (Day 1)
- Weekly check-ins (Weeks 1-4)
- Training sessions
- Go-live celebration
Metrics:
- Time to value
- Training completion %
- Feature adoption
Phase 2 - Adoption (Days 90-180):
Goals:
- Expand usage
- Identify champions
- Document success stories
Touchpoints:
- Bi-weekly check-ins
- Usage reviews
- Advanced training
Metrics:
- DAU/MAU
- Feature depth
- NPS
Phase 3 - Optimization (Days 180-270):
Goals:
- Maximize ROI
- Identify expansion opportunities
- Strengthen relationships
Touchpoints:
- Monthly reviews
- QBR preparation
- Executive alignment
Metrics:
- ROI metrics
- Expansion pipeline
- Health score
Phase 4 - Renewal (Days 270-365):
Goals:
- Secure renewal
- Execute expansion
- Build advocacy
Touchpoints:
- Renewal kickoff (90 days out)
- Business case review
- Contract negotiation
Metrics:
- Renewal rate
- Expansion ARR
- Referencesyaml
Phase 1 - Onboarding (Days 0-90):
Goals:
- Complete implementation
- Train key users
- Achieve first value milestone
Touchpoints:
- Kick-off call (Day 1)
- Weekly check-ins (Weeks 1-4)
- Training sessions
- Go-live celebration
Metrics:
- Time to value
- Training completion %
- Feature adoption
Phase 2 - Adoption (Days 90-180):
Goals:
- Expand usage
- Identify champions
- Document success stories
Touchpoints:
- Bi-weekly check-ins
- Usage reviews
- Advanced training
Metrics:
- DAU/MAU
- Feature depth
- NPS
Phase 3 - Optimization (Days 180-270):
Goals:
- Maximize ROI
- Identify expansion opportunities
- Strengthen relationships
Touchpoints:
- Monthly reviews
- QBR preparation
- Executive alignment
Metrics:
- ROI metrics
- Expansion pipeline
- Health score
Phase 4 - Renewal (Days 270-365):
Goals:
- Secure renewal
- Execute expansion
- Build advocacy
Touchpoints:
- Renewal kickoff (90 days out)
- Business case review
- Contract negotiation
Metrics:
- Renewal rate
- Expansion ARR
- ReferencesQBR Template
QBR Template(季度业务复盘模板)
markdown
undefinedmarkdown
undefinedQuarterly Business Review
Quarterly Business Review
Customer: [Company Name]
Date: [Date]
Attendees: [Names]
Customer: [Company Name]
Date: [Date]
Attendees: [Names]
Executive Summary
Executive Summary
- Overall health: [Green/Yellow/Red]
- Key wins this quarter
- Areas of focus for next quarter
- Overall health: [Green/Yellow/Red]
- Key wins this quarter
- Areas of focus for next quarter
Value Delivered
Value Delivered
| Goal | Target | Actual | Status |
|---|---|---|---|
| [Goal 1] | [#] | [#] | ✅/⚠️/❌ |
| [Goal 2] | [#] | [#] | ✅/⚠️/❌ |
| Goal | Target | Actual | Status |
|---|---|---|---|
| [Goal 1] | [#] | [#] | ✅/⚠️/❌ |
| [Goal 2] | [#] | [#] | ✅/⚠️/❌ |
Product Usage
Product Usage
- Active users: [#] / [#] licensed
- Most used features: [List]
- Adoption opportunities: [List]
- Active users: [#] / [#] licensed
- Most used features: [List]
- Adoption opportunities: [List]
Support Summary
Support Summary
- Tickets: [#] opened, [#] resolved
- CSAT: [#]%
- Open issues: [List]
- Tickets: [#] opened, [#] resolved
- CSAT: [#]%
- Open issues: [List]
Next Quarter Priorities
Next Quarter Priorities
- [Priority 1]
- [Priority 2]
- [Priority 3]
- [Priority 1]
- [Priority 2]
- [Priority 3]
Expansion Opportunities
Expansion Opportunities
Action Items
Action Items
| Action | Owner | Due Date |
|---|---|---|
| [Action 1] | [Name] | [Date] |
| [Action 2] | [Name] | [Date] |
undefined| Action | Owner | Due Date |
|---|---|---|
| [Action 1] | [Name] | [Date] |
| [Action 2] | [Name] | [Date] |
undefinedChurn Prevention Playbook
Churn Prevention Playbook(客户流失预防手册)
Early Warning Signals
Early Warning Signals(预警信号)
yaml
Red Flags:
- Health score drop > 20 points
- Executive sponsor left
- Competitive RFP
- Support escalations increasing
- Usage declining > 30%
- Missed QBRs
- Delayed renewal conversation
Immediate Actions:
1. Schedule executive touchpoint
2. Conduct root cause analysis
3. Create save plan
4. Involve executive sponsor (internal)
5. Offer concessions if justifiedyaml
Red Flags:
- Health score drop > 20 points
- Executive sponsor left
- Competitive RFP
- Support escalations increasing
- Usage declining > 30%
- Missed QBRs
- Delayed renewal conversation
Immediate Actions:
1. Schedule executive touchpoint
2. Conduct root cause analysis
3. Create save plan
4. Involve executive sponsor (internal)
5. Offer concessions if justifiedSave Plan Template
Save Plan Template(客户挽回计划模板)
markdown
undefinedmarkdown
undefinedAccount Save Plan
Account Save Plan
Customer: [Name]
Risk Level: [Critical/High/Medium]
Renewal Date: [Date]
Customer: [Name]
Risk Level: [Critical/High/Medium]
Renewal Date: [Date]
Situation Analysis
Situation Analysis
- Root cause: [Description]
- Stakeholder sentiment: [Details]
- Competitive threat: [Yes/No - Details]
- Root cause: [Description]
- Stakeholder sentiment: [Details]
- Competitive threat: [Yes/No - Details]
Action Plan
Action Plan
| Week | Action | Owner | Goal |
|---|---|---|---|
| 1 | Executive call | CSM + VP | Understand concerns |
| 2 | Value assessment | CSM | Document ROI |
| 3 | Roadmap review | Product | Address gaps |
| 4 | Proposal | CSM + Sales | Present solution |
| Week | Action | Owner | Goal |
|---|---|---|---|
| 1 | Executive call | CSM + VP | Understand concerns |
| 2 | Value assessment | CSM | Document ROI |
| 3 | Roadmap review | Product | Address gaps |
| 4 | Proposal | CSM + Sales | Present solution |
Success Criteria
Success Criteria
- Executive meeting completed
- Concerns documented and addressed
- Renewal commitment obtained
- Executive meeting completed
- Concerns documented and addressed
- Renewal commitment obtained
Escalation Path
Escalation Path
- Day 1-7: CSM owner
- Day 8-14: CS Manager involved
- Day 15+: VP CS + Executive sponsor
undefined- Day 1-7: CSM owner
- Day 8-14: CS Manager involved
- Day 15+: VP CS + Executive sponsor
undefinedExpansion Playbook
Expansion Playbook(业务拓展手册)
Identifying Opportunities
Identifying Opportunities(机会识别)
yaml
Signals:
- Usage hitting limits
- New use cases emerging
- Organizational growth
- Champion promotion
- Positive NPS/feedback
- Successful QBR
Expansion Types:
- Upsell: Higher tier, more features
- Cross-sell: Additional products
- Seat expansion: More users
- Department expansion: New teamsyaml
Signals:
- Usage hitting limits
- New use cases emerging
- Organizational growth
- Champion promotion
- Positive NPS/feedback
- Successful QBR
Expansion Types:
- Upsell: Higher tier, more features
- Cross-sell: Additional products
- Seat expansion: More users
- Department expansion: New teamsExpansion Conversation
Expansion Conversation(拓展沟通指南)
markdown
undefinedmarkdown
undefinedDiscovery Questions
Discovery Questions
- "What new initiatives is the company focused on?"
- "Are there other teams facing similar challenges?"
- "How has your usage evolved since we started?"
- "What would make [product] even more valuable?"
- "What new initiatives is the company focused on?"
- "Are there other teams facing similar challenges?"
- "How has your usage evolved since we started?"
- "What would make [product] even more valuable?"
Value Positioning
Value Positioning
- Current ROI: [quantified impact]
- Additional value opportunity: [projected impact]
- Success story: [relevant case study]
- Current ROI: [quantified impact]
- Additional value opportunity: [projected impact]
- Success story: [relevant case study]
Proposal Framework
Proposal Framework
- Start with achieved outcomes
- Connect to business priorities
- Present expansion as natural next step
- Include ROI projection
undefined- Start with achieved outcomes
- Connect to business priorities
- Present expansion as natural next step
- Include ROI projection
undefinedPerformance Metrics
Performance Metrics(绩效指标)
yaml
Team Metrics:
Net Revenue Retention: > 110%
Gross Retention: > 90%
Average Health Score: > 75
NPS: > 50
Time to Value: < 30 days
Individual Metrics:
Book of Business: $[X]M ARR
Accounts: [X] customers
Renewals On-Time: > 95%
Expansion Rate: > 15%
Health Score Improvement: +5 points/quarteryaml
Team Metrics:
Net Revenue Retention: > 110%
Gross Retention: > 90%
Average Health Score: > 75
NPS: > 50
Time to Value: < 30 days
Individual Metrics:
Book of Business: $[X]M ARR
Accounts: [X] customers
Renewals On-Time: > 95%
Expansion Rate: > 15%
Health Score Improvement: +5 points/quarterCustomer Segmentation
Customer Segmentation(客户分层)
yaml
Enterprise (> $100k ARR):
Touch model: High-touch
CSM ratio: 1:8
Touchpoints: Weekly/Bi-weekly
QBRs: Quarterly
Mid-Market ($25k-$100k ARR):
Touch model: Medium-touch
CSM ratio: 1:25
Touchpoints: Monthly
QBRs: Bi-annually
SMB (< $25k ARR):
Touch model: Tech-touch
CSM ratio: 1:100+
Touchpoints: Automated + triggered
QBRs: On-demandyaml
Enterprise (> $100k ARR):
Touch model: High-touch
CSM ratio: 1:8
Touchpoints: Weekly/Bi-weekly
QBRs: Quarterly
Mid-Market ($25k-$100k ARR):
Touch model: Medium-touch
CSM ratio: 1:25
Touchpoints: Monthly
QBRs: Bi-annually
SMB (< $25k ARR):
Touch model: Tech-touch
CSM ratio: 1:100+
Touchpoints: Automated + triggered
QBRs: On-demandTools & Systems
Tools & Systems(工具与系统)
yaml
CRM: Salesforce / HubSpot
- Account data
- Opportunity tracking
- Activity logging
CS Platform: Gainsight / ChurnZero
- Health scores
- Playbook automation
- Journey orchestration
Analytics: Amplitude / Mixpanel
- Product usage
- Feature adoption
- Engagement tracking
Communication: Slack / Teams
- Customer channels
- Internal escalation
- Quick updatesyaml
CRM: Salesforce / HubSpot
- Account data
- Opportunity tracking
- Activity logging
CS Platform: Gainsight / ChurnZero
- Health scores
- Playbook automation
- Journey orchestration
Analytics: Amplitude / Mixpanel
- Product usage
- Feature adoption
- Engagement tracking
Communication: Slack / Teams
- Customer channels
- Internal escalation
- Quick updatesЛучшие практики
最佳实践
- Proactive > Reactive — предвосхищайте проблемы
- Data-driven — решения на основе метрик
- Multi-threaded — отношения на всех уровнях
- Document everything — история взаимодействий
- Collaborate — работайте с Sales, Product, Support
- Celebrate wins — отмечайте успехи клиентов
- 主动优于被动 — 提前预判问题
- 数据驱动 — 基于指标制定决策
- 多线程沟通 — 建立全层级客户关系
- 全流程记录 — 留存所有客户互动历史
- 跨团队协作 — 与销售、产品、支持团队紧密配合
- 共庆成功 — 与客户一同庆祝业务成果