Customer Success

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AI for Customer Success: 7 tools that actually deliver value

AI for Customer Success: 7 tools that actually deliver value

AI for customer success is transforming CS teams beyond chatbots and note-taking. Learn how AI enhances onboarding, automates tasks, and drives retention.

Latest videos

Building CS Enablement from Scratch at Boomi with Fiona Simpson

What is the future of customer success?

How Customer Success Teams Can Close Sales

Should Customer Success Join Sales Calls?

Latest videos

Scaling Sales Teams in the Age of AI with Dini Mehta

How to Hire Right the First Time

How ClickUp Started Conversations with Billboards

Dock's Content Marketing Strategy: 5 years of lessons for start-ups

Articles

How Fiona Simpson Built CS Enablement from Scratch at a $500M Company

How Merge built a seamless Sales-to-CS handoff with Dock

Top 9 Revenue Enablement Software Compared (2026)

What is AI Revenue Enablement? The complete guide

How Monica Perez built Notion’s CS function from scratch

Customer Adoption Best Practices: What top CS teams do differently

7-Step Client Onboarding Process: Workflow & Template

Best Client Onboarding Software: 31 tools for GTM teams

What Rachel Provan learned scaling 3 customer success teams

SaaS Customer Onboarding Guide: Best Practices & Templates

How BrightHire sped up sales and onboarding with Dock

Customer Lifecycle Management: A Guide for Revenue Teams

8 must-haves for your customer success plan [+ templates]

SaaS Onboarding Software: 16 tools for onboarding clients

The Complete Client Onboarding Checklist (+Free Template)

Best Client Portal Software: 12 Best Tools Compared

26 Must-Read B2B Newsletters You'll Actually Want in Your Inbox

Phased Implementation: A Better Way to Onboard SaaS Clients

AI for Customer Success: 7 tools that actually deliver value

AI for Customer Onboarding: 6 real ways teams are using it

Presales Enablement Guide: Must-have tools, tactics & assets

What is GTM Enablement? A guide for revenue leaders

Quarterly Business Reviews: QBR Tips, Template & Agenda

Onboard Customers Faster: 6 ways to speed up client onboarding

How to Automate Client Onboarding: 6 automation tips for CS

Executive Business Reviews: EBR tips, agenda & template

Client Stakeholder Management: How to create alignment

High-Touch Customer Onboarding Guide: 7 tips for scaling

Customer Success Operations Playbook: Tips & tools for CS Ops

What is Revenue Enablement? The new key to B2B growth

How Robin sped up customer implementations with Dock

The Perfect Client Onboarding Questionnaire (examples & tools)

The Blueprint for a Winning Customer Success Kickoff Call

How to Calculate Renewal Rates: 7 metrics you should know

Best Presales Software: 7 tools every presales team needs

White-Glove Client Onboarding Guide: 5 ways to scale your process

SaaS Change Management: A guide for CS teams (+ examples)

Enterprise Customer Onboarding: A guide for scale-ups

How to identify churn risk (and save at-risk customers)

Presales Best Practices: Tips & tools for the presales process

How Two Front's founder achieved 30% MoM growth with Dock

The Land & Expand Sales Strategy: Close now, win later

What to include in a client onboarding form (+free template)

6 ways to speed up value realization for your customers

How to nail the Sales-to-Customer-Success handoff

How Assistantly saves 5 hours of customer follow-up with Dock

Customer Success Team Structures: 3 org chart examples

Sales & Customer Success Alignment: A collaboration guide

Asynchronous Customer Onboarding: A guide for CS leaders

Our 17 favorite customer success podcasts (and episodes!)

Churn Analysis: How to calculate, identify & reduce churn

Scaled Customer Success: The new high-growth approach

How to introduce Dock to your customers

How Assignar reduced onboarding overwhelm with Dock

Customer Expansion: How to win more expansion revenue

Customer Onboarding Metrics: 14 metrics, KPIs & benchmarks

Customer Success Enablement: Tips, tools & strategies

Customer Collaboration Guide: Tips for smooth B2B relationships

Customer Success Software: 6 tools for your tech stack

Customer Success Metrics: 22 goals & KPIs for CS teams

How Loom saves 2 hours onboarding each customer with Dock

Customer Enablement Guide: 7 tips for CS teams

What is net revenue retention (NRR)? A Guide for SaaS Startups

The New B2B Customer Journey: How to support all 6 stages

Client Dashboards: Tips, tools & examples for CS teams

Time to Value Guide: 11 proven strategies to shorten TTV

Customer Renewals Guide: 5 ways to improve renewal rates

It's Time for Revenue Enablement

How to Use Slack Connect with Customers: 6 Expert Tips

Why Shaan Puri Thinks Dock Is a Genius Idea

Revenue Operations Guide: The case for a centralized RevOps team

SaaS Implementation Guide: 6 steps to slash software churn

Client Management Guide: 6 tips for happier clients

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GRow & TEll Episodes

Building Success Programs: How Brittany Soinski overhauled onboarding at Loom

Customer Experience Teams: Gillian Heltai on building Lattice's CX program

Growing a CS Team: Joseph Schmitt on leading success at UpKeep

Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

The Fixer: How Wynne Brown revamped CS at GitHub, Seal Software, Fable & more

Customer Success Leadership with Rachel Provan

Customer Success at Notion: Monica Perez on product-led CS

Building CS Enablement from Scratch at Boomi with Fiona Simpson

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GRow & TEll Episodes

Scaling Sales Teams in the Age of AI with Dini Mehta

Uber for Business's Global Enablement Strategy

How Gong uses Gong for Sales Enablement with Stacey Justice

Inside Dock's Sales Evolution: How we 10X'd our ACV in 3 years

Dock's Content Marketing Strategy: 5 years of lessons for start-ups

Building CS Enablement from Scratch at Boomi with Fiona Simpson

Vanta's GTM Enablement Playbook: Morgan Kassel on the Value of Value Selling

Sales Content Management: Why Reps Ignore Your Content

Rippling's Specialized Enablement Model with Jonas Master

AI in Sales Enablement: Where to Start (And What to Skip)

5 Enablement Questions with Sheevaun Thatcher from Demandbase

Sales Enablement for AI Products: Justin Driesse on Legora, Writer, and Slack

AI-Powered Enablement for Vertical SaaS with Handle's Ryan Vanshur

Dock's Product Launch Playbook

Building Dock: How we became a revenue enablement platform

Early-Stage Enablement: Before your first enablement hire

Enablement at Scale vs. From Scratch: Trafford Judd on LinkedIn, Slack, and IntenseEye

Customer Success at Notion: Monica Perez on product-led CS

The RevOps Evangelist: Don Otvos on Yammer, SalesLoft, LeanData & Chili Piper

Intern to VP at BuzzFeed: Melissa Rosenthal on leading creative at BuzzFeed & ClickUp

MarTech Sales: Catie Ivey on leading sales at Marketo, Demandbase, Pendo, and Walnut

Customer Success Leadership with Rachel Provan

The Fixer: How Wynne Brown revamped CS at GitHub, Seal Software, Fable & more

Sales at Zoom: Chris Michelmore's journey from SDR to senior sales leader

Skills-Based Sales Training: Matt Green on co-founding Sales Assembly

Startup Content Marketing: How Animalz scaled to 130 employees with Devin Bramhall

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

Product Launches at PlayStation, Rippling & Ignition with Derek Osgood

RevOps Masterclass: Jen Igartua on building Go Nimbly

How ShipBob became an ecommerce giant with CMO Casey Armstrong

From Founding AE to VP: Conor Dragomanovich's rise at Productboard

Out of Home Advertising: Chris Gadek on leading growth at AdQuick

Sales Enablement at Algolia & Sigma Computing with Lish Barber

How Yelp Built a $750m Sales Engine with Pete Hancock

Leading Revenue at Shopify & Owner: Kyle Norton on selling to SMBs

Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport

Sprinklr's First AE: Jason Fishkind's 10-year sales journey at Sprinklr

Zenefits' Aggressive Growth: Robby Allen on growing a 250-rep sales team

How Chris Orlob grew Gong to $200M (after they crushed his startup)

From AE to CEO: Todd Busler's sales journey from Heap to Champify

Scaling Marketing: How Nico Dato grew Podium from $1m to $100m

Self-Serve Growth: Marie Gassée on leading growth at Box & Confluent

Growing a CS Team: Joseph Schmitt on leading success at UpKeep

Bootstrapping & Messaging: Peep Laja on growing CXL & Wynter

Founding Sales: Peter Kazanjy on selling as Co-Founder at Atrium

Community-Led Growth: Camille Ricketts on marketing at Notion

Customer Experience Teams: Gillian Heltai on building Lattice's CX program

Brand Campaigns: Maya Spivak's marketing campaigns at Wealthfront & Segment

Selling to Engineers: Ben Solari on leading sales at DataRobot & Jellyfish

Turning Data into Product-Led Gold: Alexa Grabell's founder story at Pocus

From First Hire to IPO: Bryan Rutcofsky on scaling sales to $100M at Yext

Talkin' Sales in a Pickup Truck: How Ben Braverman grew Flexport to a $2B run rate

Outcome-Based Selling: How Rich Liu scaled sales at Facebook, Mulesoft, and TripActions

Tales from a first GTM hire: Tushar Makhija's journey at Helpshift, Airbase & TeamOhana

Building Success Programs: How Brittany Soinski overhauled onboarding at Loom

Product-Led Hypergrowth: Pete Prowitt’s sales journey at Intercom and Loom

Customer-Centric Marketing: François Dufour's path to $1B at LinkedIn

Crawling Upmarket: How Dini Mehta grew sales to $100M at Lattice

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Highlights

How Loom Manages Onboarding and Customer Success

Relationship management for Customer Success managers

How to Sell to a Non-Tech Savvy Buyer

How Notion Manages Infinite Use Cases

How Notion Drives Renewals

How to Reverse Churn

How Notion Balances PLG and Enterprise Sales

How to Upsell Existing SaaS Clients

From First CS Hire to Head of CS at Notion

How Loom Gamifies Customer Success

Why Facilitation is an Essential Skill for Every CSM

Loom's Aha Moment for Sales Teams

Why Live Training Isn't the Best Way to Onboard Clients

What to Consider For Your First CSM

How to Win More Customer Renewals

How Delegation Changes from Manager to VP

Loom's "Aha" Moment for Customers

AI for Customer Success

How Customer Success Teams Can Close Sales

How Notion Manages AE and CS Relationships

#1 Loom Tip from Loom's Onboarding Lead

Why Smaller Customers Require More From CS

Should you separate professional services from customer success teams?

Should Customer Success Join Sales Calls?

Notion's Onboarding Success Metrics

Inside Loom's Redesigned Onboarding Process

The 2 Major Shifts Happening in Customer Success

How to Retain Top CS Talent at Startups

What is the future of customer success?

Selling to non-tech-savvy customers

How Notion Manages Multiple Use Cases in Onboarding

How Loom Designs Human-Centered CS Teams

The Secret to Loom's Customer Success

The First Job for Customer Success

How GitHub Won More Renewals by Not Checking In

How Notion Maximizes Renewals with Customer Success

What "Customer-Centricity" Means Today

Why CSMs Need to Do More Than "Touch Base"

How to hire early-stage customer success teams

Why CSMs are Key to Multithreading

Should you have separate Onboarding and Customer Success teams?

How Notion Built its CS Program From Scratch

GitHub's Secret to Enterprise CS

The 3 Personas of Customer Implementation

How to Leverage Customer Health Scores

The Difference Between SMB and PLG

How to Make Customer Success More Proactive

The Key to Creating Product Excitement in CS

How Customer Success Should Partner with Sales

Inside Notion's Customer Enablement Strategy

How to Run Customer Implementations

How Notion Measures Onboarding with a Report Card

How UpKeep segments customer tiers

Who Should Be Your First CS Hire?

GitHub's Key CS Indicators

Why Customer Success teams should meet customers in person

Renewals & Expansion: How to drive growth as a CSM

Marketing & Customer Success Alignment

How to Improve Customer Health Scores

How Military.com Used CS to 5X Their Book of Business

How to Make Your Product Sticky

How to Gamify CS to Drive Renewals

Why Small Customers are the Hardest Customers

How Lattice segments its customers

Delegation & Leadership: What's the difference between a VP and a Manager?

Inside the Customer Success Meetup

Customer Success for Non-Technical Customers

Customer-Centricity: What is Buyer 3.0?

How Lattice segments its Customer Success teams

Why Live Customer Onboarding Training Can Fail

Loom's 3 Mantras for Customer Success

The Biggest Challenge for Service Companies

How AI is Changing Customer Success

Why Onboarding has to Deliver Value Quickly

The Best Way for CS to Work with Sales and Marketing

Why All Scaling Companies Need a Fixer

How to Lead a Customer Success Team

How to Overcome Imposter Syndrome in Tech

Notion's Product-Led Growth Strategy

Is It Time To Hire A Customer Success Team?

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Highlights

Two Career Tips for Growth Leaders

The Secret to a Successful Product Launch

What Makes a Great SDR

What is a Sales Kickoff?

Why B2B Needs Real Branding

How to Lead a Customer Success Team

What is the Role of RevOps?

Why you should move upmarket as quickly as possible

Selling open-source software to the enterprise

How Loom Gamifies Customer Success

Moving Fast and Breaking Things at Facebook

The 2 steps to selling a skeptical ICP

Demandbase's Mid-Market & ABM Sales Strategy

The Hidden Power of Small Trade Shows

How to Make Your Product Sticky

How UpKeep segments customer tiers

How Notion Maximizes Renewals with Customer Success

Who Should Be Your First CS Hire?

Mulesoft's Hiring 2.0 Process

The Best Part of Growing a Scrappy Startup

Why Smaller Customers Require More From CS

Are Point Solutions Dying?

Why Moving Upmarket Requires a Bit of Delusion

The #1 Reason Product Launches Fail

Inside Yelp's Massive Sales Training Program

Why the Death of the Sales Playbook led to Founding Champify

AI for Sales Metrics with Atrium

How AdQuick Uses AI for Growth

The Biggest Challenge for Service Companies

Inside Productboard's PLG Motion

BuzzFeed's Framework for Virality

How to Build an Effective Outbound Sales Motion

Tips for Running Your First Billboard Campaign

How to convert community members into customers

How Productboard Moved Upmarket

Mulesoft's rigorous sales hiring process

Yelp's Playbook for City Expansion

Customer-Centricity: What is Buyer 3.0?

Why Billboards are Great for B2B

The Key to Creating Product Excitement in CS

The #1 Lesson For Building a Sales Team

The Secret to Great Brand Creative

Advice for Aspiring CMOs

Podium's Targeted Outbound Approach

What is RevOps?

How to Make Customer Success More Proactive

Why Big Companies Struggle with Operations

How Sales Segmentation Leads to Upmarket Growth

What is Sales Enablement?

The Most Important Trait of a Great Sales Rep

When is the Right Time to Hire Sales Enablement?

How to Sell to the Mid Market

The Advice Every Growth Leader Needs to Hear

The Best Way for CS to Work with Sales and Marketing

Pricing page lessons from Box

How Zenefits moved upmarket

Great salespeople don't always make great sales leaders

How Open-Source Can Give Your Business Momentum

Why I Joined a Startup

2 Crucial Skills Today's Sales Teams Are Missing

Scaling a Career in Silicon Valley | Facebook, MuleSoft

How to Improve Customer Health Scores

How to Leverage Customer Health Scores

Sales Enablement for Technical Products

Inside Shopify's Sales Organization

Can you sell a product before you build it?

How to Reverse Churn

Why agencies should move upmarket as fast as possible

The Hardest Part of Being a Sales Manager

Why Marketers Need Sales Experience

How to Track Attribution for a Billboard Campaign

From Zero Sales Experience to VP of Revenue

Why Live Training Isn't the Best Way to Onboard Clients

How Yext Found Product-Market Fit

From Sales Team to Co-Founders

Why Founders Should Hire Young Sales Reps

How to Kickstart a B2B Podcast

Why Founders Need to Invest in LinkedIn

How to Grow a B2B Podcast

How GitHub Won More Renewals by Not Checking In

Why Small Customers are the Hardest Customers

Why You Shouldn't Sleep on Utah as a Tech Hub

Hitting the Button at Nasdaq

Why Sales Leadership Playbooks Don't Work

How to Sell to a Non-Tech Savvy Buyer

TikTok's Impact on eCommerce

You Don't Need to Build a SaaS Company

Atrium's Community-Led Growth Strategy

How to Sell to a Wide TAM

BuzzFeed's Framework for Consistently Viral Content

How to Gamify CS to Drive Renewals

Why Pocus (a PLG Company) isn't PLG

How to Launch a Product

How to Sell to Engineering Leaders

Productboard's Early Value Proposition

How to Win More Customer Renewals

Inside Notion's Customer Enablement Strategy

Relationship management for Customer Success managers

Why Yext Kept Their Sales Pit Layout

How to Run an Viral Billboard Campaign

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