Birthday Gift

This year, my birthday came with something far more exciting than a slice of cake or a well-meaning text from someone who forgot the date. I unwrapped a copy of “Mastering Customer Success” by Jeff Mar and Peter Armaly, and I could not be happier.

For anyone working in Customer Success, this book is not just a read. It’s a toolkit. It’s the kind of book that makes you reach for a highlighter on page two and start mentally reworking your playbooks by page five.

Why This Book Matters

The book digs deep into strategies that help decrease churn and expand revenue. It goes beyond theory, offering practical guidance for Customer Success Managers who want to move the needle rather than just read about it.

It covers essential topics like account segmentation, ideal customer profiles, and the design of effective engagement processes. It is also packed with case studies showcasing real-world Customer Success implementations that actually worked.

And then there’s the section that immediately caught my attention: how to communicate effectively during a crisis and what to do after it ends.

Crisis Communication: A Refreshing Refresher

For seasoned CSMs, some of the advice in this section may sound like common sense, but common sense has a way of slipping out the window when everyone is in panic mode. The authors lay out a crisp, structured approach that is worth revisiting no matter how experienced you are.

Here are some of the key takeaways:

  1. Be proactive

  2. Use clear and concise language

  3. Set expectations

  4. Provide actionable information

  5. Establish dedicated communication channels

  6. Listen actively

  7. Coordinate internally

  8. Be transparent

  9. Offer personalized support

  10. Follow up

Simple, direct, and incredibly effective when the heat is on.

Why I’m Excited to Dive In

Even as someone who lives and breathes Customer Success, I believe in the power of going back to the fundamentals. This book doesn’t just preach best practices, it contextualizes them with real examples, structured frameworks, and practical application.

Customer Success is evolving fast. Having resources that blend strategy with reality is what keeps us sharp. This book promises exactly that.

Now, if you’ll excuse me, I have a few chapters to get lost in and a highlighter to run out of ink.

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