Want to provide exceptional Customer Success? Start by planning for success.

I recently listened to Demir Bentley on Pete Mockaitiss' fantastic podcast sharing his Win the Week framework—5 steps that can transform how you manage your time and focus on what matters most.

Not surprisingly, planning isn’t just for productivity; it’s essential for delivering great customer experiences too! 🌟

Here are the key takeaways and how they relate to CS:

1️⃣ Learn One Lesson: Reflect on the past week. What worked well? What didn’t? Apply that insight moving forward. In CS, this means learning from customer interactions and feedback to improve service.

2️⃣ Choose One Leveraged Priority: Pick one thing that will make future weeks easier. In CS, that could be improving onboarding, creating a helpful guide, or streamlining a process.

3️⃣ Interrogate Your Calendar: Review your calendar for hidden landmines. Did you account for prep time before calls? Time for follow-ups? Having a clear view of your schedule ensures you’re always prepared for customers.

4️⃣ Prioritize High-Value Tasks: Identify the highest-value tasks on your to-do list. Focus on activities that drive the most impact for your customers, like solving their biggest pain points.

5️⃣ Marry Your Calendar & To-Do List: Block time on your calendar for your most important tasks. Don’t just hope things get done—make them a reality by planning them in.

💡 The takeaway: Stop trying to do everything. Focus on what drives the most value for your customers and let everything else be a bonus. Planning isn’t just for productivity—it’s a secret weapon for delivering great customer experiences.

How do you plan for success in your CS role?