Dear SaaStr: What Can We Do To Make Our Customers Truly Happier?
Keeping your clients happy boils down to one thing: delivering value consistently. For real.
Let’s break it into actionable steps:
1. Define Success Together
This is skipped or glossed over way, way too often. From the start, align on what success looks like for your client. What outcomes are they expecting? If you don’t define this early, you’ll constantly be guessing—and that’s a recipe for dissatisfaction. Make sure you’re solving their most pressing pain points, not just offering a generic solution.
2. Onboard Like It’s Your Job (Because It Is)
Few things are more important than upgrading onboarding. The first 30-90 days are critical. If your onboarding process is sloppy or leaves them confused, you’re setting the relationship up for failure. Assign a dedicated resource to guide them through onboarding, ensure they’re using your product effectively, and address any concerns early.
3. Stay Proactive, Not Reactive
Don’t wait for clients to come to you with problems. Check in regularly—quarterly business reviews (QBRs) are great for this. Use these touchpoints to show them the ROI they’re getting, share new features, and discuss how you can help them achieve their goals.
4. Invest in Customer Success
A strong customer success team is your secret weapon. They’re not just there to put out fires—they’re there to build relationships, drive adoption, and ensure renewals. If you’re early-stage, even one great CSM can make a huge difference. And if you’re scaling, make sure your CSMs have the resources they need to succeed.
5. Listen to Feedback (Even When It Hurts)
If a client is complaining, that’s actually a good sign—they care enough to tell you what’s wrong. The real danger is when clients go silent. Actively solicit feedback, whether through surveys, NPS, or direct conversations, and act on it. Show them you’re listening and making changes based on their input.
6. Deliver on Your Promises
Nothing kills trust faster than overpromising and underdelivering. Be realistic about what your product can do, and if you make a commitment, follow through. If something goes wrong, own it, fix it, and communicate transparently.
7. Focus on Outcomes, Not Just Features
Clients don’t care about your product’s bells and whistles—they care about how it helps them achieve their goals. Always tie your conversations back to the outcomes they’re looking for. If you’re not sure what those outcomes are, go back to step one.
8. Upsell the Right Way. No Renewal Ripoffs.
Upselling isn’t about squeezing more money out of your clients—it’s about helping them get even more value. If you’ve built trust and delivered results, they’ll be open to expanding their relationship with you. But if you push too hard, too soon, you’ll damage the relationship.
9. Make It Easy to Leave (Yes, Really)
If a client wants to leave, don’t make it a nightmare. Help them transition smoothly, and they might actually come back—or at least recommend you to others. Making it easy to leave shows confidence in your product and respect for your clients.
10. Celebrate Their Wins
When your clients achieve something big—whether it’s hitting a revenue milestone, launching a new product, or anything else—celebrate with them. It shows you’re invested in their success, not just your own. Even show up in person if you can.
Final Thought
Happy clients don’t just stick around—they become your biggest advocates. They’ll refer new business, give you glowing testimonials, and help you grow faster than any marketing campaign ever could. Focus on delivering value, building trust, and being a true partner, and the rest will follow.
And ... what not to do here:
Retail BDM / CSM
3moAbsolutely brilliant and Spot On 🤩👌🏻