Support resolves issues; Digital CS drives behavior change at scale. Think three loops:
1) Teach the next action (contextual nudges beat blasts)
2) Detect risk early (silence and strange patterns both matter)
3) Reward progress (show momentum)
If ops, data, and CS are aligned, these loops reduce human workload while improving outcomes.
Expansion works when eligibility, timing, and value narrative are explicit. Eligibility = adoption threshold + business context. Timing = observed usage plateau or unlocked capability. Narrative = “outcome next” not “more features.” Track win rate and payback against this criteria or change it.
Attractive aggregate metrics can conceal the details we need to make informed decisions. Separate activity from effect and keep the math boring and consistent. Useful, defensible formulas:
Playbooks without outcomes turn into activity reports. Start with 2–3 customer outcomes you can measure (time-to-first-value, usage depth, key feature adoption). Then write plays that move those, and instrument the deltas. If a play can’t be tied to a metric next week, it’s not ready.
The first two months set posture. The job isn’t heroics—it’s clarity. Outcomes the company expects from CS. Two or three leading indicators we’ll live and die by. Cadences that expose reality fast. What I do: – Map just enough of the current journey to find leverage, then stop mapping and run plays. – Publish a…
Health scores work when they are legible and predictive. Keep the inputs few, stable, and behavior-based (e.g., activation milestones met, usage depth/recency, key feature adoption). Write the attribution rules down so you can explain changes. If you can’t predict churn or expansion better than chance, your model is a vanity metric—fix the inputs before tuning…
Journey maps are user-facing narratives that show what the person sees and feels. Service blueprints add the “backstage” layers: people, processes, and systems that create those moments. A practical pattern is: map one critical path end-to-end as a journey, then layer a blueprint to expose owners and measurement. That’s usually enough to run a focused…