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Why Customer Success is Vital to Managed Services

Explore how customer success drives onboarding, retention, and expansion in managed services. Learn to apply the LAER (Land, Adopt, Expand, Renew) framework, define clear customer engagement roles, and measure key success metrics.

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June 13, 2023

11:00AM

Pacific Time

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June 13, 2023
|
11:00AM
Pacific Time

Overview

Challenges

The webinar addresses key challenges faced by managed services providers, including poor post-sale engagement, unclear ownership of the customer lifecycle, and lack of visibility into success metrics. It highlights how failing to define roles like onboarding, renewals, and expansions can lead to churn and missed growth opportunities. The session introduces TSIA’s LAER (Land, Adopt, Expand, Renew) framework to clarify responsibilities, differentiate Customer Success Managers (CSMs) from Service Delivery Managers (SDMs), and track metrics like base revenue growth and retention—enabling scalable, customer-centric growth.

Summary

This webinar highlights the critical importance of customer success in the managed services domain. Many businesses invest heavily in winning managed services contracts but fall short in delivering consistent value post-sale. Without a defined customer success strategy, companies risk losing customers and failing to achieve long-term revenue growth. The session explores how implementing a dedicated customer success organization can resolve common operational questions such as: Who owns onboarding? Who ensures engagement throughout the customer lifecycle? Who leads renewals and expansions?

Key takeaways

Customer Success is Foundational, Not Optional Companies

Companies offering managed services must move beyond traditional delivery models. A well-structured customer success function ensures proactive engagement, customer enablement, and long-term retention. This helps avoid churn and fosters stronger client relationships.

Clarify Ownership Across the Customer Lifecycle

Success hinges on clear internal accountability. Define who owns onboarding, adoption, renewals, and expansion to avoid confusion and missed opportunities. Cross-functional alignment ensures no stage of the customer journey is neglected.

Apply the LAER Framework and Track the Right Metrics

Using the LAER framework helps structure engagement strategies that support customer growth. Companies should monitor base revenue growth, retention rates, and expansion metrics. Understanding the distinction between Customer Success Managers (CSMs) and Service Delivery Managers (SDMs) is also key—CSMs drive outcomes and relationships, while SDMs ensure service delivery.

Webinar speakers

Luke Ronkowski

Senior Director of Managed Services Research, TSIA

Darlene Kelly

Director of Customer Success and Customer Growth & Renewal Research, TSIA

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