The Ultimate CS Value Discovery Framework
Customer Success pros often get caught up in proving ROI through activity metrics and usage data.
These metrics matter for sure.
Just like I covered in my Ultimate Guide to Success Metrics for Business and CS Leaders, recent research shows that 61% of customers will pay at least 5% more when they receive value beyond basic product functionality.
The Evolution of Customer Success
Traditional CS focuses heavily on demonstrating value through numbers:
Login counts,
Feature adoption,
and engagement metrics.
However, a groundbreaking Forrester study reveals that companies taking a more strategic approach to customer success achieve a 107% ROI within three years.
The Breakthrough Insight
The truth is great CS is more than just proving value.
You must help your customers uncover value they didn't know existed.
And this is transformative.
Companies that implement frameworks that are based on value see a 5% increase in customer retention and a 6% boost in revenue per account.
Want to learn more about transforming customer relationships? Check out my guide on Enterprise Customer Success Management for additional insights.
Want to move beyond basic value metrics and become a strategic value creator for your customers?
Here's what's keeping most CS pros stuck:
Inability to identify hidden value opportunities
Lack of structured frameworks for value discovery
Missing tools to quantify and communicate newfound value
Uncertainty about how to turn insights into action
As I discussed in my guide on How to Build Customer Health Scores, measuring the right metrics is key but not sufficient.
In the premium section below, I share my battle-tested playbook that has helped CS teams:
Increase customer retention by 37%
Boost new revenue opportunities by 15-20%
Cut training costs by 30%
Increase customer satisfaction by 20%
Transform routine check-ins into value discovery goldmines
You'll get:
An exclusive 4-step Value Discovery Framework with an implementation guide
My Value Blind Spots Framework with specific fixes
4 proven conversation templates:
The 15-Minute Check-In
The Problem-to-Value Chat
The Future-Looking Talk
The Money Talk
—worth $5,000-10,000 in total value per session
An 8-week implementation roadmap
Stakeholder mapping toolkit with detailed personas and what they care about
Step-by-step session guide with timing breakdowns
Real case studies showing $50,000/year savings
Plus actual results from CS teams achieving:
20% increase in customer satisfaction
40% fewer support issues
Happier customers with scores up 25%
$2,000-5,000 monthly savings per customer
5-10 hours saved per team weekly
PLUS: The complete Value Tracking Dashboard that top CS teams use to monitor and maximize customer value creation.
👉 Upgrade to Premium now to access the full playbook
Join 100+ CS Leaders today and transform how you create and capture customer value.
"Implemented the strategic partnership framework and saw a 43% increase in retention within 90 days." -Shelly T. Director, Customer Success
"The templates alone saved us 40+ hours of work. The ROI was immediate." -Varun G., VP of CS
"The premium content has been a game-changer for our CS Operations. We reduced our time-to-value by 50% using the step-by-step implementation guides."
-Stuart D., VP of Customer Success
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