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Writer's pictureGreg Daines

The 4 Types of CSM

There are 4 classic Types of Customer Success Managers. How each operates shows why we are so reactive, and how we can shift modes to start leading customers →


One of the biggest problems with the conventional approach to Customer Success is that it's totally REACTIVE!


In order to be effective, we must find a way to flip from operating in reactive mode to being truly proactive with our customers.


In my latest video, I describe the 4 types of Customer Success Managers out there and explain why it's so difficult to resist becoming fundamentally reactive in our approach.


But there's one type - the rarest of them all - that demonstrates exactly how to shift your approach and start leading rather than following your customers!


Watch the Full Video:



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