Tag Archives: Customer

The psychology of customer success: why customers don’t do what you expect

Most Customer Success problems aren’t technology problems.

They’re people problems.

That’s becoming even more obvious as AI changes how SaaS companies operate.

We spend huge amounts of time talking about onboarding frameworks, customer health scores, playbooks, QBRs and adoption metrics.

Yet one of the biggest challenges remains surprisingly simple.

Customers don’t always do what we expect them to do.

They don’t always follow best practice.

They don’t always adopt new processes.

They don’t always use the features that would help them most.

And they don’t always change simply because we tell them they should.

The reason is straightforward.

Customer Success is not just about software.

It’s about human behaviour.

The mistake many SaaS companies make

Many post-sale teams still assume that if a customer understands the value, they will automatically take action.

Experience suggests otherwise.

Most customers already know what they should be doing.

The problem is rarely a lack of information.

The problem is motivation, competing priorities, organisational politics and resistance to change.

A customer may agree with every recommendation you make.

That doesn’t mean they will act on it.

They still have a day job.

They still have internal pressures.

They still have other stakeholders pulling them in different directions.

Customer Success leaders who understand this tend to be more effective than those who simply focus on process and activity.

Every customer is dealing with a different set of incentives

One of the biggest lessons in Customer Success is that organisations don’t buy software.

People do.

And those people often have very different motivations.

The executive sponsor may be focused on revenue growth.

The department leader may be focused on operational efficiency.

The end user may simply want their day to be easier.

All three can be using the same platform.

All three can have completely different definitions of success.

This is why customer engagement often breaks down.

The Customer Success team is talking about business outcomes.

The customer is thinking about workload, internal politics and competing priorities.

Both sides believe they are having the same conversation.

Often they are not.

Why change is so difficult

Most Customer Success initiatives require customers to change something.

That might be:

  • A process
  • A workflow
  • A reporting structure
  • A technology stack
  • A way of thinking

The challenge is that people rarely change because they are told to.

They change when the benefits outweigh the perceived risks.

The bigger the change, the more important psychology becomes.

This is one reason why adoption often stalls after implementation.

The software works.

The project is technically complete.

But the organisation has not fully changed its behaviour.

The technology is live.

The transformation is not.

The role of emotional intelligence

The best Customer Success professionals understand that success is not driven by presentations.

It’s driven by conversations.

Specifically, conversations that help customers think differently.

This requires emotional intelligence.

It requires the ability to:

  • Listen carefully
  • Understand motivations
  • Recognise concerns
  • Build trust
  • Challenge assumptions
  • Ask better questions

In many cases, the right question creates more progress than the perfect slide deck.

The goal is not simply to provide answers.

The goal is to help customers see problems differently.

Why this matters even more in the age of AI

AI is making Customer Success more efficient.

It is not making customers less human.

In fact, the opposite may be happening.

As automation increases, the human elements become more valuable.

  • Empathy
  • Trust
  • Judgement
  • Influence

The ability to navigate organisational complexity.

These are increasingly difficult to automate.

AI can tell you which customer is at risk.

It cannot always tell you why people inside that organisation are behaving the way they are.

That is why I’ve argued before that AI won’t fix your Customer Success mode if the underlying post-sale operating model is already weak.

That still requires human understanding.

The real job of Customer Success

Customer Success is often described as helping customers achieve value.

That’s true.

But beneath that is something more fundamental.

The real job is helping people change.

Helping organisations adopt new behaviours.

Helping teams work differently.

Helping leaders make better decisions.

Helping customers overcome the barriers that stop value being realised.

The companies that understand customer psychology tend to achieve stronger adoption, better retention and more expansion.

Not because they have better software.

Because they understand the people using it.

And in Customer Success, people remain the most important variable of all.

Final thought

The future of Customer Success will involve more automation, more AI and more data.

But it will also require a deeper understanding of human behaviour.

Customers are not workflows.

They are people.

The sooner SaaS companies recognise that, the more effective their Customer Success strategies will become.

AI will not fix your Customer Success model – it will expose it

The wrong AI question in Customer Success

Most SaaS companies are asking how AI can make CS more efficient.

The better question is what broken post-sale process they are about to automate.

  • AI makes weak post-sale execution more visible
  • Unclear onboarding becomes faster confusion
  • Poor sales handoffs become cleaner-looking ambiguity
  • Activity-based CS becomes automated noise
  • Weak ownership becomes harder to hide
  • Efficiency is only useful when the model is right

Faster is not automatically better.

AI can help CS teams move faster, but only if the work is pointing at realised customer value.

What an AI-ready CS model needs

  • Clear customer outcomes
  • Faster time to value
  • Better handoffs
  • Value-based health signals
  • Commercial accountability

The real opportunity

The winners will not be the companies that automate the most.

They will be the companies that redesign post-sale around value first, then use AI to scale what works.

Before you automate CS, fix the model

I help B2B SaaS companies fix the gap between what is sold, what is delivered and what customers actually achieve. If retention, expansion or AI-enabled CS is on your leadership agenda, this is the work to start with.

See how I help SaaS companies improve retention, expansion and customer value.

AI has already arrived in Customer Success, the question now is what we do with it?

AI isn’t coming for Customer Success jobs. It’s already here.

Most of the work we used to treat as essential has quietly moved into the background.
Health scores. Renewal reminders. Basic check-ins. The admin that once filled our days is now handled by systems that never get tired.

And that’s a good thing.

Because it forces us to confront something the industry has avoided for too long. The value of a CSM has never been in tasks. It’s always been in thinking.

AI in customer success.


The Shift Nobody Can Ignore

As automation expands across the customer journey, the gap between activity and impact gets wider. CS teams that still define value by volume will struggle. Teams that define value by commercial thinking will thrive.

In 2025, every CSM needs a commercial mindset. Not to sell. But to understand the economics behind every customer conversation.

That’s the real shift.


Why Commercial Thinking Matters

The best CSMs already know the answer to one simple question:

How does our product make this customer more successful in a measurable way?

  • They understand margins
  • They understand cost savings
  • They understand how technology changes the economics of a customer’s business

They talk about return not renewal. Impact not activity. Value not volume.

And that’s where AI draws a sharper line than many expected.

If you’re looking at how AI fits into customer success more broadly, this guide to AI in customer success breaks it down.


Automation Doesn’t Replace Judgment

AI can process. It can surface insights. It can flag risk.

But it can’t replace partnership, judgment or business acumen.

These are the skills that turn a CSM from a task executor into a strategic operator. These are the skills that get Customer Success a seat at the table. And these are the skills that AI only makes more important, not less.


The New Line Between Replaceable & Essential

As more of the workflow becomes automated, the industry is heading towards a split. Not between junior and senior roles. But between replaceable and essential roles.

Replaceable roles cling to tasks. Essential roles understand the customer’s economics and use that understanding to guide decisions.

That’s where the profession is heading. And it’s where the opportunity lies for every CSM who wants to build a durable career as AI scales.


Here’s The Real Question

If Customer Success wants to evolve, it has to speak the language of business, not tasks. It has to show how decisions drive outcomes, not how many activities got logged.

And that means one thing.

Every CS leader needs to help their teams build commercial muscle.

Every CSM needs to learn how to anchor conversations in value.

And every organisation needs to decide whether CS will be a cost centre or a growth engine.

AI has already changed the role. Now it’s on us to decide what Customer Success becomes next.

How are you helping your team develop that commercial edge this year?


Want To Go deeper?

If you’re thinking about retention, expansion or how AI fits into your strategy, I work with a small number of SaaS companies on exactly this.

👉 If you’re rethinking your approach, let’s talk.

Customer-Led Growth: Why the Best Companies Now Grow with Their Customers

Growth models come and go.

For years, companies believed success came from selling harder, marketing louder or building flashier products. But something fundamental has shifted in how growth actually happens and the smartest organisations are responding.

That shift is what we call Customer-Led Growth (CLG).

It’s not a buzzword. It’s a structural change in how businesses grow and how customers expect to be treated.


How We Got Here

If you zoom out over the last two decades, you can see a clear evolution in how companies approached growth:

  • Sales-Led Growth (SLG): The old world of cold calls, quotas and closing deals – growth depended on the size and skill of the sales team

  • Marketing-Led Growth (MLG): Then came the era of brand and lead generation – marketing became the growth engine, filling the top of the funnel with demand

  • Product-Led Growth (PLG): The SaaS revolution flipped things again. Users could try before they buy and the product itself became the salesperson, think Slack, Zoom or Notion

Each of these models worked in its time. But as markets matured and customers gained power, the economics changed.

Acquisition costs rose. Switching costs fell. Buyers became more informed, more connected and far less patient.

The next evolution – Customer-Led Growth – isn’t about selling to customers at all. It’s about growing with them.


What Customer-Led Growth Really Means

Customer-Led Growth is simple in principle – your growth comes from helping customers achieve the outcomes they care about most.

When customers succeed they:

  • Stay longer (reducing churn)
  • Buy more (expansion revenue)
  • Tell others (advocacy).

That creates a compounding loop of growth powered not by marketing spend or sales pressure but by real, measurable customer value.

In plain English: you win because your customers do.

Imagine pushing a heavy car up a hill (sales-led). Exhausting. Then imagine cresting the top, and gravity takes over – the car starts rolling itself (customer-led). CLG is that gravity: momentum created by genuine customer success.


The Problem CLG Solves

For years, companies have measured the wrong thing. They’ve obsessed over acquisition metrics – leads, MQLs and pipeline coverage – without real proof that customers were succeeding after the sale.

The result?

Leaky buckets. Growth targets met one quarter, lost the next.

Customer-Led Growth changes the operating model. It forces teams to answer harder questions:

  • Are our customers realising value from what we’ve sold?
  • Can we prove it?
  • How quickly can we identify and fix friction before it becomes churn?

That shift changes how every team works – not just Customer Success.

Product, marketing, sales, support and leadership all align around one core idea – sustainable growth depends on recurring, compounding customer value.


A Quick Bit of History

The roots of CLG stretch back to three movements that collided over the last 15 years:

  1. Relationship marketing: The idea that long-term customer relationships are more profitable than one-off transactions.

  2. Customer Success: Born in SaaS, it turned retention into a discipline rather than an afterthought.

  3. The “Jobs To Be Done” framework: Focused on understanding what customers are really trying to achieve, not just what they’re buying.

Combine these and you get the foundation of Customer-Led Growth – listen deeply, deliver measurable outcomes and feed that insight back into the business.


The Early Pioneers

Several companies quietly pioneered CLG before the term existed:

  • HubSpot built its “flywheel” model around customer advocacy rather than lead funnels

  • Salesforce scaled Customer Success as a growth engine, not a support function

  • Adobe restructured its business from selling software licences to measuring active usage because usage equals value

  • Atlassian let its customers sell for them by creating self-serve journeys and community-driven growth

Each realised the same truth – the most reliable growth doesn’t come from new customers, it comes from the success of existing ones.


Why Now

Several forces are making CLG not just smart but essential:

  • Economic pressure: It’s now 5-7 times cheaper to keep a customer than acquire a new one

  • Market saturation: In SaaS and tech especially, buyers have near-infinite choice and differentiation comes from outcomes, not features

  • Data and AI: Companies can now see exactly where customers succeed or struggle and can act before they churn

  • Changing buyer psychology: Customers expect partnership, not persuasion, they want proof of value, not just promises

The modern customer isn’t looking for a vendor. They’re looking for a co-pilot and long term partner.


The Core Principle

Customer-Led Growth rests on one idea: Growth is the natural by-product of customers being  successful.

That sounds obvious but operationalising it is hard.

It means:

  • Success teams measured not on happiness (NPS) but on value realisation
  • Sales comp plans tied to long-term retention, not short-term bookings
  • Product roadmaps prioritising customer outcomes, not internal politics

It’s not a campaign. It’s a culture.


Takeaway

Customer-Led Growth isn’t about being nicer to customers. It’s about building businesses that last. When customers see clear, measurable success – they don’t just renew. They expand, advocate and bring others with them.

That’s growth you can trust – because it’s built on proof, not persuasion.


Want To Go deeper?

If you’re thinking about retention, expansion or how AI fits into your strategy, I work with a small number of SaaS companies on exactly this.

👉 If you’re rethinking your approach, let’s talk.

Customer Success: The Growth Lever Most Founders Still Undervalue

For years, growth meant acquisition. Sales targets ruled. Marketing filled the funnel. The faster you won customers, the faster you scaled.

But the SaaS model changed the maths. When revenue depends on renewals, growth isn’t just about winning new business – it’s about keeping and growing it.

Every founder eventually realises: acquisition fuels headlines, retention fuels valuations.

That’s where Customer Success comes in.

What Customer Success Really Does

Customer Success isn’t a support function or a post-sales box-tick. It’s the engine that drives sustainable growth.

What customer success means for founders.

What customer success means for founders.

Its job is simple: make sure customers achieve measurable outcomes, fast. When they do, they renew, expand and advocate. When they don’t, churn rises – and so does your cost of acquisition.

In other words, Customer Success protects your revenue base and amplifies lifetime value.


Why It Matters More Than Ever

In today’s market, investors are rewarding efficiency over expansion. The companies outperforming their peers aren’t adding headcount or spend – they’re maximising value from existing customers.

Customer Success is how they do it.

  • It turns data into foresight – spotting churn before it happens

  • It aligns teams around value, not activity

  • And it makes renewals predictable, not painful

This is what separates sustainable growth from growth theatre.


What It’s Not

  • It’s not customer service: CS doesn’t wait for problems, it prevents them.

  • It’s not a cost centre: Done right, it’s a profit multiplier.

  • It’s not a SaaS-only concept: Any business with recurring customers can apply it.


The Bottom Line

Customer Success isn’t about being nice to customers. It’s about being smart with capital. If your go-to-market still ends at the sale, you’re leaving margin, advocacy and predictable growth on the table.

The best founders already know: Customer Success isn’t a department. It’s the strategy.


Want To Go deeper?

If you’re thinking about retention, expansion or how AI fits into your strategy, I work with a small number of SaaS companies on exactly this.

👉 If you’re rethinking your approach, let’s talk.

What Home Renovation Taught Me About Leadership & Customer Success

Change the space – keep what matters

My home office is mid-renovation, so I’ve temporarily moved into my daughter Sophie’s old room. She’s safely back at university – no clashes over desk time.

It’s a change of scene, but not without a few familiar touches.

The Lego Saturn V, ISS, Lunar Lander and Death Star sets all came with me.

They’ve been dusted off and now stand proudly in the new temporary setup.

Lego in room

Lego in room


Change Is Healthy

Sometimes, a change of environment resets your perspective. A fresh backdrop brings fresh ideas. The small shake-ups matter. They remind you that disruption isn’t something to fear – it’s often what unlocks progress.

Reno in action


Keep What Inspires You

Those Lego builds aren’t just decoration.

They’re reminders of creativity, patience and problem-solving – the same traits that drive good leadership and customer success.

Whatever your workspace looks like, keep the things that inspire you within sight. They anchor your thinking when everything else is shifting.

Keeping this Lego and the rest


Customer Success In Real Life

The decorator doing the heavy lifting has worked with us for over 20 years.

That’s what real customer success looks like: consistency, quality service, the expected outcomes, trust and mutual respect.

The best partnerships – at home or at work – are the ones that last because both sides keep showing up.


The Takeaway

  1. Change the space
  2. Keep what matters
  3. It’s true for offices, teams and strategies alike

Want To Go deeper?

If you’re thinking about retention, expansion or how AI fits into your strategy, I work with a small number of SaaS companies on exactly this.

👉 If you’re rethinking your approach, let’s talk.

Customer Growth Isn’t Magic – It’s Design

It’s tempting to see growth as something mystical. A viral moment. A product that “sells itself”. A lucky hire who changes everything.

But sustainable customer growth isn’t about chance. It’s about design. The businesses that consistently retain and expand customers are deliberate about how they build the experience.

Here’s what that design looks like in practice.

1. Start with outcomes, not outputs:

Your customers don’t care about features. They care about results. Growth begins when you define success in the customer’s own terms – whether that’s higher revenue, efficiency gains, or risk reduction. Companies that design for growth measure these outcomes and tie them directly to renewal and expansion conversations.

2. Align the journey to deliver value:

Acquisition is only the opening chapter. From onboarding through adoption and support, every stage should move the customer closer to their outcomes. Misalignment kills growth – like when sales oversells, onboarding under-delivers, or success teams focus on activity instead of impact. Design means stitching the journey together so every handoff is seamless.

3. Build for evolution, not stasis:

Customer needs change. Market conditions shift. A “set and forget” model quickly becomes irrelevant. High-growth companies bake feedback loops into their design: health scores that adapt, playbooks that iterate, and leadership reviews that revisit strategy. Growth comes from learning fast and recalibrating often.

4. Balance strategy with execution:

Designing growth is both big picture and hands-on. At board level, it’s about governance, renewal predictability, and customer-led revenue strategy. On the ground, it’s about practical playbooks, adoption frameworks, and success metrics that teams can actually use. Both matter.

Customer growth isn’t magic. It’s design.

The question is whether you’ve designed for retention, expansion, and advocacy – or if you’re still relying on chance.

Customer Success Strategy for Startups: What Every CEO Needs to Know

Customer success isn’t just for big enterprises with huge CS teams and complex platforms. For startups, having a clear customer success strategy from day one can make the difference between scaling fast and hitting a wall.

Here’s what every CEO should know…

Why customer success matters early

Retention drives valuation. Investors look at net revenue retention and churn before anything else. The earlier you embed customer success into your operating model, the stronger your foundations for growth.

Keep it simple at the start

You don’t need a big team or expensive software in the early days. Focus on three building blocks:

  • A simple customer journey map (from onboarding to renewal)
  • Success plans with clear goals for your customers
  • A basic feedback loop so you know what’s working and what isn’t

Avoid overcomplicating

Many founders rush into tools and processes they don’t need yet. Don’t build a big expensive tech stack on day one, when a spreadsheet and customer conversations will do. Keep it lean, but disciplined.

Building customer success early pays dividends later. If you’re shaping your strategy and want experienced input, let’s connect.

Retention is the true test of whether your customer success strategy is working – here’s why so many startups fail on that point.

How to Become Truly Customer-Centric

Plenty of companies say they’re customer-centric. Far fewer actually are.

Here’s the truth: you can’t train your way into customer centricity. You have to lead it, design for it and measure it.

Start at the Top

Leaders set the tone. If the board and exec team aren’t focused on customers, no one else will be. The shift happens when leaders:

  • Ask customer-focused questions every day

  • Set expectations for cross-team collaboration

  • Celebrate stories of real customer impact

Fix the Gaps Between Teams

Most customer pain comes from silos – not individual teams. Think about handovers. To customers, these are often moments where context is lost, ownership is unclear and trust takes a hit. The fix?

  • Overlap responsibilities between sales, onboarding, customer success and support

  • Share goals and metrics that link directly to customer outcomes

  • Make accountability visible, not assumed

Measure What Matters

If your KPIs don’t reflect customer outcomes, they’re the wrong KPIs. Move beyond:

  • Renewal rates that ignore delivered value

  • CSAT scores disconnected from adoption and impact

  • Sales targets with no link to long-term success

Instead, align your metrics with mutual success and value for the customer and growth for you.

Make Feedback Actionable

Collecting feedback isn’t enough. Customers want to see it acted on. Close the loop:

  • Share what you’ve learned

  • Show what you’re changing

  • Demonstrate the difference it’s made

Commit to the Hard Work

Being customer-centric costs more upfront. It takes more time, more coordination and more alignment. But it pays back in loyalty, advocacy and growth.

Customer Centricity in Action

Customer Centricity in Action

Customer centricity isn’t a phase or a department – it’s a way of running your business. Get it right, and you don’t just win customers. You keep them.

What does it really mean to be customer centric today?

This is something I talk about a lot. Customer centricity isn’t just a nice idea – it’s a strategic necessity in today’s “Age of the Customer.“ A truly customer centric business delivers consistent, growing value for customers – and that’s easier said than done.

Over the last 20 years or so, we’ve been very technology led – and for the right reasons – but in many instances we’ve lost sight of what the customers need and want and it’s time to re-focus on the customer.

It’s not enough to just say we’re customer centric. Real customer centricity requires buy-in across the organisation – from product to finance to sales to leadership and beyond. It means focusing on outcomes that matter to customers, not just features or transactions. This shift is more critical than ever as customers expect far more personalised, service-driven experiences than just products.

But here’s the reality check – while many companies aim for customer centricity, few fully achieve it. According to recent polls, less than 15% of customer leaders feel their organisations are genuinely customer centric, and only 10% believe their customers would agree. To close this gap, businesses need leadership that truly champions the customer perspective at the executive level, such as a Chief Customer Officer. This leader’s role isn’t just about retaining customers – it’s about actively shaping strategies that drive customer success.

Real customer centricity requires breaking down silos and creating a unified approach to customer feedback. This includes giving teams the empowerment to act on customer insights, addressing the challenges they face, and ensuring every decision aligns with delivering real value.

If we want to succeed, our mission needs to be customer-focused at its core. How customer-centric do you feel your organisation really is?