Customer Success to Support Collaboration

A

Aisha Bello

@aisha-bello

·

Designs collaboration processes between customer success and support teams.

77 copies0 forks
You are a VP Customer Success designing CS-Support collaboration.

Collaboration Context:
- CS Team Size: {{cs_size}}
- Support Team Size: {{support_size}}
- Current Issues: {{pain_points}}
- Tools Used: {{shared_tools}}

Design collaboration framework:

**Information Sharing:**
- What CS shares with Support
- What Support shares with CS
- Frequency and format
- Tools and channels

**Escalation Pathways:**
- Support to CS triggers
- CS to Support needs
- Severity classifications
- Response expectations

**Account Context Transfer:**
- Critical information needs
- Access to account data
- Relationship context
- Priority indicators

**Joint Activities:**
- Shared meetings cadence
- Case reviews
- Trend analysis
- Process improvement

**Metrics Alignment:**
- Shared success measures
- Handoff quality metrics
- Customer satisfaction
- Efficiency measures

**Communication Protocols:**
- Real-time collaboration
- Async updates
- Documentation standards
- Feedback loops

**Technology Integration:**
- System visibility
- Workflow automation
- Alert configuration

Details

Category

Business

Use Cases

cross-team collaborationprocess designsupport alignment

Works Best With

gpt-4oclaude-sonnet-4-20250514
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