Marketero

Marketero · Temas · Retención y relación con el cliente

Contar con un rol dedicado e independiente de Client Success es clave para retener clientes

En empresas de servicios, depender únicamente de perfiles técnicos para la relación con el cliente debilita el vínculo y dificulta la detección temprana de riesgos de cancelación. Disponer de un gestor de Client Success independiente garantiza una evaluación más sincera de la satisfacción y fortalece la retención a largo plazo. Además, integrar este rol desde las fases tempranas de la venta asegura que las promesas comerciales se alineen con la ejecución operativa, optimizando el proceso de onboarding.

Quién lo dice, con sus palabras

Esta idea no sale de una entrevista suelta: aparece en 3 intervenciones distintas de Aaron Young | Google Ads | Define Digital Academy y Perpetual Traffic. Son 3 fuentes distintas, y ninguna sabe de las otras. Que varias personas coincidan sin conocerse pesa más que una repitiéndose diez veces, así que aquí está lo que dijo cada una, con el enlace al segundo exacto.

like you guys are just you're bringing people on you're like you're throwing it over the wall from sales over to Ops then Ops is like what do I do with this so now we insert the CSO the client success owner as a part of the sales process very early on even when the audit and then the scoping and then the pricing is being done so that the last sales being married now with Ops plus client success and that's been a is and what we realized it was the onboarding process because it set it was sales selling one thing and Ops not really understanding what sales was selling and so as a result of that…

The #1 Mistake Businesses Make with Sales & Marketing (Don’t Be Like Them!) | PT EP 582 · 2024 · comprobar

failings of our business was that we were less reliant. We had one guy still with us, Mike, doing client success. And we realized that in order to maintain and grow and scale these purpose-driven businesses and to help them achieve their vision, we were defeating ourselves by not serving them and servicing them in the right way and not having a client facing individual, which we refer to as a, a client success owner. And we built out Mike's department in essence at a great expense. Like these, these folks are not cheap, but they're worth it. The point is, is that we made a conscious

The COO Transformation with Ryan Hodges | Perpetual Traffic EP 587 · 2024 · comprobar

and the more independent the person will get us that information is, the better. it is the same person who's running the account, it's the same person who's asking those questions, people might not feel as needed to share their opinions and their experiences. So having a dedicated client success manager on those clients and to gather that feedback, I think that's a missing part in many agencies. strategy to retain clients.

Stop Losing Clients [Plus how to Attract New Clients] · 2025 · comprobar

Lo que dijo cada uno, y en qué minuto

La ficha completa trae la cita literal de cada fuente, el minuto exacto del video en que se dijo y el enlace para verlo. Eso pide cuenta —es gratis— porque es el trabajo que hay detrás de esta biblioteca.

Ver las 3 citas de esta idea

¿Y esto está hecho en tu producto?

Saber qué hay que hacer es la mitad. La otra es averiguar qué de esto ya está en tu código, qué está escrito pero apagado y qué falta. Marketero lo audita desde tu propio agente —Claude Code o Codex— sin que el repositorio salga de tu máquina.

Cómo funciona la auditoría →

Ideas del mismo tema

Ver todo sobre retención y relación con el cliente →