Customer Success Plan: Myths That Hold People Back (and What’s Actually True)

Customer Success has evolved rapidly, but many teams are still operating on outdated assumptions and stale Customer Success Plans. Let’s challenge three of the biggest myths that hold businesses back. Myth #1: “A Customer Success Plan Starts After the Sale” Assumption: Customer Success begins once the deal is closed. Shift: Success starts during the sales … Read more

Customer Success Plan: Common Pitfalls (and How to Avoid Them)

Why a Customer Success Plan Matters Customer success isn’t just about answering tickets or checking in every few months, it’s about creating real, lasting outcomes for your clients. But too many companies fall into predictable traps that sabotage their efforts. Let’s break them down and fix them. Pitfall #1: Treating Customer Success as a Support … Read more

Action Plans: Best Practices to Prepare

Why Action Plans Matter The more prepared you are with your Action Plans, the more value your team can create together. Here’s how to make team collaboration smooth, focused, and high-leverage with Action Plans. 1. Know What Success Looks Like Problem: If success is fuzzy, so are the Action Plans.Analysis: Vague goals lead to vague … Read more

Action Plans: Myths That Hold Teams Back (and What’s Actually True)

Why Action Plans Matter There are myths in execution and Action Plans that sound smart but sabotage progress. Let’s bust them and shift toward what actually works. 1. “We Just Need to Work Harder” Assumption: Effort equals results.Shift: It’s not about hustle. It’s about clarity.Solution: Focus on doing the right things, not just more things. … Read more

Action Plans: Common Pitfalls in Execution (and How to Avoid Them)

Why Action Plans Matter Many businesses stall not because of bad strategy, but because they can’t execute what they already know they need to do. These pitfalls are often avoidable if you know what to look for. 1. Overplanning Without Action Problem: Teams spend weeks (sometimes months) building “perfect” Action Plans that are outdated by … Read more