Here’s How to Fix a Customer Success Strategy


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Today one truth stands tall: customer success is paramount. It’s not just about making a sale; it’s about fostering lasting relationships and ensuring that customers achieve their desired outcomes. However, even the most well-intentioned businesses can find themselves facing challenges in their customer success efforts. Whether it’s a lack of alignment with customer needs, communication breakdowns, or a failure to measure and adapt, there’s no shortage of stumbling blocks along the way.

A proper customer success strategy is not a death sentence—it’s an opportunity for growth and improvement. Let’s explore some actionable steps to fix a customer success strategy that may be falling short of expectations. So, grab your toolkit, and let’s get started!

1. Assessing the Current State

The first step in fixing a customer success strategy is to assess where you stand. Assessing the current state of your customer success efforts involves identifying:

  • Strengths, weaknesses, opportunities, and threats.
  • What’s working well?
  • What could use some improvement?
  • Are there any recurring issues or pain points that need addressing?

By conducting a comprehensive assessment, you can gain valuable insights into where your strategy may be falling short and where there’s room for improvement.

2. Identifying Gaps and Pain Points

Once you’ve assessed the current state, it’s time to get to the root of the problem. Identify any gaps or pain points in your customer success strategy that may be hindering your ability to achieve your goals.

  • Are there areas where customer needs are not being met? </li
  • Are there communication breakdowns between teams or departments?
  • Are there inefficiencies in your processes that are causing frustration for both customers and employees?

By pinpointing the areas that need attention, you can start to develop targeted solutions to address them.

3. Engaging Stakeholders

Fixing a customer success strategy is not a solo endeavor—it requires buy-in and collaboration from stakeholders across the organization. Engage key stakeholders, including leadership, frontline employees, and customer-facing teams, in identifying and addressing issues.

Solicit their input, gather feedback, and involve them in developing and implementing solutions. By fostering a sense of ownership and accountability among stakeholders, you can ensure that everyone is aligned around a common goal: delivering exceptional customer success.

4. Developing a Roadmap for Improvement

With a clear understanding of the challenges at hand and buy-in from stakeholders, it’s time to develop a roadmap for improvement. This roadmap should outline specific goals, objectives, and action steps for fixing your customer success strategy. Break down larger goals into smaller, actionable tasks, and assign responsibilities to team members to ensure accountability. Set clear timelines and milestones for tracking progress and measuring success against predefined metrics.

5. Implementing Solutions

Now comes putting your plan into action. Implement the solutions identified in your roadmap, keeping a close eye on progress and adjusting course as needed. This may involve streamlining processes, improving communication channels, enhancing training programs, or leveraging technology to automate and optimize workflows.

Whatever the solution, be sure to involve stakeholders every step of the way and communicate openly and transparently about changes being made.

6. Measuring Success and Iterating

As you implement solutions and progress toward your goals, it’s essential to measure success and iterate based on feedback and results. Define key performance indicators (KPIs) and metrics for tracking the effectiveness of your customer success strategy, such as customer satisfaction scores, retention rates, and revenue growth.

Regularly review and analyze data to identify trends, patterns, and areas for improvement. Use this feedback to iterate and refine your approach, continuously striving for excellence in customer success.

7. Celebrating Wins and Learning from Failures

Don’t forget to celebrate wins along the way and learn from failures. Acknowledge and recognize achievements, both big and small, to keep morale high and motivate your team to continue pushing forward. Likewise, embrace failures as opportunities for growth and learning.

Conduct post-mortems to understand what went wrong and why, and use this knowledge to inform future decisions and actions. Remember, every setback is a chance to course-correct and ultimately improve your customer success strategy.


Fixing a customer success strategy requires a systematic approach, collaboration, and a willingness to learn and adapt.

By assessing the current state, identifying gaps and pain points, engaging stakeholders, developing a roadmap for improvement, implementing solutions, measuring success, iterating, and celebrating wins, and learning from failures, you can revamp your strategy and set your organization on the path to delivering exceptional customer success.

Guruprasad Pammi
Guruprasad Pammi with over 25 years of industry experience serves as Customer Success Head at Quixy. He is a seasoned speaker in webinars, specializing in Citizen Development. He extends his expertise to various platforms, sharing valuable insights through blogs and contributing significantly to the field.


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