The Customer Success Playbooks You Need to Drive Adoption

Driving adoption is critical for ensuring that customers get maximum value out of their technology investment. It is also increasingly important for technology providers as they continue to embrace recurring revenue business models.

Customer Success teams equipped with well-defined playbooks are uniquely positioned to deliver on this charter. In this webinar, Neil Jain and Aman Singh of Waterstone Management Group will share key insights and best practices around how to successfully drive adoption through Customer Success playbooks.

In this webinar you will learn:

• How to define adoption paths across the customer lifecycle to identify and source playbook opportunities

• How to get started in with playbooks, including common adoption scenarios, playbook content, and structure

• How to operationalize the playbook development process and drive continuous improvement

Neil Jain
Partner, Waterstone Management Group

Neil has 20 years of experience formulating growth strategies and improving operations for technology companies. At Waterstone, Neil has successfully led client engagements across the software, hardware, and telecom segments with businesses that range from emerging high-growth companies to the Fortune 100. Neil’s recent client work has been primarily focused on enterprise software companies, with a focus on evolution to Cloud-based business models, post-sale Customer Success operations, and acquisition-related diligence and integration.

Aman Singh
Senior Associate, Waterstone Management Group

Aman has over six years of experience working in technology and strategic advisory. At Waterstone, Aman has worked with clients across a variety of technology sectors, with an emphasis on enterprise software. Aman’s recent client work has been focused on growth strategy, Professional Services improvement, and Customer Success operations. Aman has supported multiple clients with their Customer Success offerings, ranging from new offering development and launch to the optimization of existing operations.