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Goran, Customer success manager

Goran

Customer success manager ยท Job role: Customer success manager

Spot customers about to leave, grow the ones who stay and know what to say.

I read your customer data, invoices and notes. I tell you who is healthy, who is at risk and where your biggest accounts could grow. Then I write the plans, the review packs and the check-in messages. I keep it practical for a small team.

What Goran delivers

  • A weekly customer health report: Customers sorted by risk with the signal behind each score and one next action.
  • A plan to save one at-risk customer: What went wrong, who to talk to, the offer and a draft message for you to send.
  • A set of check-in messages: Short messages for new, active, quiet and unhappy customers.
  • A success and account plan for a key customer: Goals, a people map, current spend, risks and a 90-day action list with owners and review dates. Plus up to five growth ideas ranked by fit, each with the trigger to watch.
  • A quarterly review pack for a customer: A short deck outline and talking points showing results, issues and the next quarter plan.
  • A simple tier system for your customer list: Rules to sort customers into tiers, with the service level for each.

Get Goran, free

Download Goran's pack from this page, or connect your AI and ask it to load Goran. Read the personality in soul.md.