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Zyda Customer Success Plan

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Zyda Customer Success Plan

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Ever wondered why clients churn rates are high, renwal rates are dropping and you can't upsell anymore!

With the more and more challenges business is facing today customer service and account management are becoming outdated because of their passive approach when the problem come knocking to our door we step up to solve the problem;

And here's when Customer Success Management is born being proactive to solve clients issues before it happen is critical to success in today's business world by studying your clients and their industry, business goals and objectives then figure out how you can maximize on those intelligence to make them more successful that's how you're going to play it the right way.

Through this manual a quick glimpse on the importance of successful planning for a customer success program for SaaS companies specially the food industry and a different playbooks for clients life cycle and their health scores plus an action plan on how to fix the issue on every case.

Start Applying today Customer Success And Partner Your Way To Success With Your Clients To Start Making non Seen Before Revenues And Higher Retention Rates.

Ever wondered why clients churn rates are high, renwal rates are dropping and you can't upsell anymore!

With the more and more challenges business is facing today customer service and account management are becoming outdated because of their passive approach when the problem come knocking to our door we step up to solve the problem;

And here's when Customer Success Management is born being proactive to solve clients issues before it happen is critical to success in today's business world by studying your clients and their industry, business goals and objectives then figure out how you can maximize on those intelligence to make them more successful that's how you're going to play it the right way.

Through this manual a quick glimpse on the importance of successful planning for a customer success program for SaaS companies specially the food industry and a different playbooks for clients life cycle and their health scores plus an action plan on how to fix the issue on every case.

Start Applying today Customer Success And Partner Your Way To Success With Your Clients To Start Making non Seen Before Revenues And Higher Retention Rates.

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Zyda Customer Success Plan

  1. 1. Abdelrahman Nasser
  2. 2.  Food Industry Produces Over $570 billion Worldwide And In Egypt With The Huge Diversity Of It’s People And Markets It Touches Nearly $300 Million  Besides, The Evolvement Of Online Food Ordering
  3. 3.  New Customer Behavior Arises  About 60% Of Consumers Across Markets Saying Speed Delivery Is A Key Factor 82% Of The Orders Were Placed From Home, While Only 16% Were Placed From The Workplace Which Leaves Only 2% Going To The Restaurant To Place An Order Online Delivery Has Grown By 25% From 2015 To 2018 In Key Markets
  4. 4.  Some Of The Pain points To Consider  With The Increase Of Online Ordering Systems Market Share To Offline Restaurants; They Now Face 3 Main Challenges: 1. Extremely Expensive Platforms Agencies 2. A Minimum Of 3 Months To Implement The Changes 3. Taking Cuts From All The Orders That Go Through Online Systems
  5. 5. Branded Website + App Online Payments No Sales Commissions
  6. 6.  From Experience Customers Bounce Out Or In The SaaS Dictionary Churn Because Of 2 Main Reasons: They Don’t Understand The Product They Don’t See Value Over The Investment “ROI” And To Make Sure That Didn’t Happen An On-Boarding Clients Checklist Must Be Developed…
  7. 7.  Create An Automated Welcome Email That Triggers A New User Sign-Up.  Schedule A Follow-up Email To Invite Your New Customer To Login To The Software In Case Of Inactivity.  Design Feature Callouts That Pop Up When A User Enters The App For The First Time.  Create Training Content For All Of Your Empty States.  Build A Knowledge Base With Answers To FAQs, And Update It Frequently.  Schedule Tasks For Regular Check-in Calls Or Emails With Your New Customer.  Trigger A Celebratory Notifications To Go Off Once A Client Hits A Milestone.
  8. 8.  The First 14 to 30 days Of the customer On-Boarding Determine Whether The Client Is Going To Be Successful Or A Failure, Here Comes The Need For A Customer Success Program Checklist: Plan To Identify Clients Expectations Make Sure To Set The Needed Processes Develop Support And Guidance Along The Way Set Factors And Goals To Measure Clients Success Measure Clients Health Score During (On Boarding-Adoption-Growth)
  9. 9.  On-Boarding Phase Customers Expectations Company Expectations Value Over Money Align Our Vision To Their Goals Period Of Implementation Step By Step Timeline Progress Friendly Software Provide Tutorials And Unlimited Guidance
  10. 10.  Adoption Phase Customers Expectations Company Expectations Take Advantage Of All Features Monitor Adoption Rate (NewExisting Features) Continuous Support Documentation To Improve CX Operations Improvements Provide Intelligence And Industry Hacks With Our Advisors
  11. 11.  Growth Phase Customers Expectations Company Expectations Special Treatment Personalized Extra Value Not Before Seen Expansion Online Marketing Hacks (Re-Targeting – SEO – Google Ads…etc) Tell Others About their Experience Promotors Tracking And Survey Campaigns
  12. 12.  After Discussing The Metrics For A Client’s Health Within The Stages Of Using To Mastering The Product Now It’s Time For The Processes Or rules Required To Deal With Different Cases Along The Way…
  13. 13. Risk Good Gold Bronze Slow
  14. 14. Risk Metrics Actions • Low Software Usage • Minimal Products Update • Low Adoption Rate • Doing Root Cause Analysis To Make Sure We Understand Their Goals • Make The Process As Easy As Possible With Step By Step Tutorials • Feedback Gathering To Discover the Problem
  15. 15. Slow Metrics Actions • Normal Software Usage • Missing Information Products Update • Low Adoption Rate • Analyze The Data Even Further To Make Sure They Fully Maximize On The Product • Schedule Time To Contact Them To Confirm They Can Use It Properly • Develop Coaching Campaigns On How The Product Will Help Them Achieve Their Business Goals
  16. 16. Good Metrics Actions • Frequent Software Usage • Products Updated Properly • Good Adoption Rate • Resistance In Expanding The Platform • Provide Industry And Market Intelligence • Show Them Their Progress With Our Offering And How To Maximize On It • Highlight Next Steps And “What’s In It For You!?”
  17. 17. Bronze Metrics Actions • Perfect Use Of The Software • Very Good Adoption Rate And Revenue By Customer Rate • Average Referrals Rate • Highlight Value Over The Relationship • Learn More About Their Work To Turn Them Into Advocates • Include Them Into Product Feedback Gathering • Share Their Successes With The Company Blog
  18. 18. Gold Metrics Actions • Perfect Easy Use Of The Software • Great Adoption Rate And Revenue By Customer Rate • Provide Referrals And Success Stories • Unlock To Them Featured Hacks • Interviews, Testimonials, Key Account Management And Celebrating Their Wins • Personalized Success Plans And Next Steps • Super Fast Customer Support

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