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Presenting to Your Board of Directors?!

Prove the value of your Customer Success team on your next board meeting with this blueprint!

Download the Slides

The completely INVALUABLE download is comprised of a detailed powerpoint template, cultivated by real experienced executives in the field of customer success. 

Here's what this download will help you with...

  • Which metrics you need to be focusing on
  • How to visually present it to the board
  • A way to correlate your findings to the board

The best thing is, this download is completely FREE (no catches, no sneakiness, no pressure) we’re simply giving you this valuable tool because our mission is to help customer success leaders like you feel empowered and be able to quickly take action on the advice we provide on our blogs. If you like what you see, please share this with others in your community by posting about it on Linkedin Groups or Twitter! 

Let’s be honest… calculating and demonstrating the true value of customer success isn’t easy. There’s so much you can look at… from churn to upsells, from referrals to reference-ability. Let’s face it, all too often, you end up with a lot of USEFUL information, but you might get stuck on how to add it all up or present it to others.

Take your Board of Directors for example; they want specific customer success trends delivered to them in a condensed, efficient way… How do you do that?! Jeffrey Piper founder and Chief Customer Officer of SpringCM recommends presenting namely with the three R’s: Referrals, Reference-ability and Retention!

How should I present CUSTOMER SUCCESS 

to the BOARD of Directors?

Referrals, Reference-ability and Retention are the three aspects you NEED to focus on when presenting to the Board of Directors. So if you haven’t yet been presenting reference-ability or level of referrals as a result of customer success,

 we’re definitely going to show you how! 




So, how are we, at CSM Practice, are going to help you prepare for your next executive meeting?

It really is simple… we’re giving you the blueprints to visually graph and demonstrate your customer success metrics to your Executive Team or Board of Directors. 

Seriously, it’s just a click away!

Blow your Board of Directors away with these customer success slides! 

Demonstrate the value of Customer Success on your next board meeting with this blueprint!



“CSM Practice helped us derive more value by helping us align our cross-functional initiatives around customer success marketing campaigns and advocacy activities.” 

Deborah Doneen – VP Strategic Business Tools 

“As a result of working with CSM Practice, we now have a solid foundation for our customer for life program that we can utilize to continue building out new assets and processes. Our customer success team is now significantly more proactive with our customers.”

Kathleen Lord – VP Sales & Customer Success

Ready take your board presentation to the next level?! 

Ace your Customer Success Executive Presentation 

and reach your goals! Well let’s get you started then! 

Download your very own Customer Success Presentation template. 

It will be winging its way to your inbox straight away!


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