Stop surviving. Start growing.

Unlock a Customer Success system that delivers measurable customer value.

The Foundations Playbook gives CS leaders and reps the frameworks, templates, and workflows they need to move past reactive firefighting and to start driving growth.

customer success playbook expansion

Join the hundreds of CS leaders who are eliminating churn, driving expansion, and creating growth.

01

Why Expansion?
Start taking a growth-first approach:

  • How to create durable growth with your customers

  • Why focusing on expansion delivers the highest rates of success

What will be covered?

02

Driving customer results:
How to deliver the value your customers really want.

  • Learning to deeply understand your customer’s needs

  • Translating that knowledge into scalable CS processes that work

03

Mapping a path forward:
Bringing customers increased value through expansion.

  • Understanding how each of your products create customer value

  • Creating expansion pathways to maximize that value and grow your customers

Instructor Bio

Hi, I’m Jeff. I help businesses drive revenue by focusing on their customers’ results.

I’ve spent the past decade studying the customer retention and expansion data of 30+ recurring revenue businesses— ranging from $3m to $2b in annual revenue. I’ve boiled down all my findings into ready-made playbooks that have been used by 500+ business leaders and customer-facing reps to achieve their revenue goals, whether that’s reducing early churn by 60% or seeing an 8x on their expansion deal sizes.

All my research has shown that understanding precisely how your customers measure and achieve results from your product or service is far and away the most crucial key to success.

My purpose is to provide playbooks and materials that help you accomplish just that. These materials are easy to learn and apply, and provide success in minutes, not months.

I am obsessed with making you and your customers successful, and will keep looking for and providing the latest strategies to drive their results.

Need help building CS processes on a larger scale?

Schedule Time with Me