From 1c05e6f1d17a0b477314e62d3bfe3b71c91a6ece Mon Sep 17 00:00:00 2001 From: Michael Davis Date: Sun, 25 Jan 2026 18:45:44 -0800 Subject: [PATCH] Create v2/org/customer-success/index.md --- .../sales/v2/org/customer-success/index.md | 110 ++++++++++++++++++ 1 file changed, 110 insertions(+) create mode 100644 src/handbook/sales/v2/org/customer-success/index.md diff --git a/src/handbook/sales/v2/org/customer-success/index.md b/src/handbook/sales/v2/org/customer-success/index.md new file mode 100644 index 0000000000..2cab186065 --- /dev/null +++ b/src/handbook/sales/v2/org/customer-success/index.md @@ -0,0 +1,110 @@ +# Customer Success + +## Purpose + +The Customer Success (CS) function at FlowFuse is responsible for ensuring customers successfully adopt, operate, and realize ongoing value from FlowFuse after purchase. +Customer Success owns post-sale engagement with the goal of driving durable adoption, renewal readiness, and long-term customer outcomes. + +Customer Success exists to protect and grow customer value over time, ensuring that commercial commitments translate into real-world impact. + +--- + +## Scope and Responsibilities + +Customer Success owns: + +- Customer onboarding and initial adoption +- Ongoing engagement and relationship management +- Monitoring customer health, usage, and risk +- Renewal readiness and retention planning +- Identification of expansion *signals* and value opportunities +- Customer advocacy and reference development +- Post-sale coordination across internal teams + +Customer Success is accountable for **adoption, retention, and customer health**, not for closing new commercial deals. + +--- + +## Customer Success–Owned Processes + +Customer Success owns the following post-sale processes: + +- Customer onboarding framework +- Adoption planning and enablement +- Health monitoring and risk management +- Renewal planning and retention strategy +- Expansion signal identification and internal handoff +- Customer advocacy and reference development + +Detailed process documentation will be added as these processes are formalized. + +--- + +## Collaboration Model + +Customer Success works in close partnership with other functions in the Commercial Organization: + +- **Sales Department** + Owns commercial negotiation, expansion sales, and renewals. + CS provides context, health signals, and recommendations to inform commercial discussions. + +- **Solution Engineering** + Supports advanced use cases, technical validation, and ongoing solution optimization. + +- **Professional Services** + Collaborates on scoped delivery and enablement where additional services accelerate adoption. + +- **Sales Partnerships** + Coordinates where partners are involved in post-sale delivery or customer support. + +Customer Success does not negotiate contracts or pricing but plays a critical role in ensuring customers are prepared for renewal and expansion discussions. + +--- + +## Engagement Principles + +Customer Success engagements are guided by the following principles: + +- Focus on customer outcomes, not feature usage alone +- Proactively identify and address adoption risk +- Maintain clear ownership and accountability +- Surface expansion opportunities as signals, not pitches +- Act as a trusted advisor to the customer + +--- + +## Metrics and Accountability + +Customer Success effectiveness is measured by: + +- Customer health and engagement indicators +- Renewal rates and churn reduction +- Time-to-value and adoption milestones +- Customer satisfaction and advocacy +- Quality of handoff and collaboration with Sales + +--- + +## Tools and Systems + +Customer Success primarily uses: + +- CRM and customer health tracking systems +- Usage and adoption analytics +- Documentation and knowledge-sharing tools +- Communication and meeting platforms + +Detailed tool usage is documented separately. + +--- + +## How This Page Is Used + +This page defines **what Customer Success owns**. +Detailed execution guidance is documented in: + +- Customer Success process documentation +- Enablement and onboarding materials +- Cross-functional playbooks + +This separation keeps ownership clear while supporting tight collaboration across the Commercial Organization.