This is how we put the customer first

Helping is the new selling

When a giant sign reads THINK LIKE A CUSTOMER, the message is clear: helping wins. Customer success teams that focus on solving real problems create loyal advocates and healthier revenue.

Account management grew from a simple truth: keeping customers costs less than replacing them. The job is not to chase renewals, it is to help customers succeed.

Make it personal

Principles set the tone: be knowledgeable, be friendly, be helpful. The follow-through happens when interactions feel human. Pick up the phone. If face time is not possible, a quick call beats a long email thread.

Business sage Michael Scott once said, People will never be replaced by machines. In the end, life and business are about human connections. The quote is playful, the point stands. Connection matters.

Know your product

Thinking like a customer starts with knowing the product inside out. If the product is unclear, recommendations will not land and trust will fade.

With Klipfolio Klips, that means understanding how to connect data, build visualizations, and distribute dashboards. Some requests will be advanced. That is fine. Route them to the right experts on Klipfolio Support or Professional Services.

Here is a common scenario. A services firm builds client reports from SQL. They send static sites or slide decks. A faster path is to build a dashboard template in Klips and use Client Management to spin up private, branded dashboards for each client. The change cuts manual work, reduces errors, and turns reporting into a repeatable process.

Know your client

Outreach is not a quota exercise. It is a value exchange. Use the signals you already have to guide the next step.

With Klips, you can pull context from the tools your team already uses and center the conversation around outcomes. For example, use the Salesforce connector to see activity and adoption trends. Heavy ticket volume can signal a training gap, so point the team to workshops or Professional Services. Dormant accounts might need a quick check-in and a fresh dashboard. Agencies might be a fit for the Partner program. Target effort where it helps most.

Use email sparingly

Email is useful for scheduling and follow-ups. It is not a great place to diagnose a complex problem. Long back-and-forth threads delay decisions. A 30-minute call can unpack the issue, explore options, and confirm next steps in one shot. Customers notice the attention.

Close the loop

The goal is simple: help customers succeed. Protect their time, reduce manual work, and make progress visible with dashboards they trust.

Ready to give clients and stakeholders a clear view of results? Try Klipfolio Klips and build a dashboard in minutes.