Matik

In customer success, the Quarterly Business Review (QBR) is a vital opportunity to provide a thorough overview of performance, progress, and future strategies. However, not every customer has the time for a full QBR meeting. That’s where a QBR one-pager comes in—a concise, data-packed summary that delivers key insights quickly. A strong QBR one-pager focuses on what matters most to the customer, offering a high-level overview of essential metrics, trends, and recommendations in a clear, digestible format. Its effectiveness depends on both the design and the clarity of the information presented. To ensure your QBR one-pager resonates, align the content with your customer’s specific goals and objectives. Whether it’s showcasing benchmarking data, offering insights into ROI, or providing usage statistics and adoption recommendations, prioritize the information that holds the most value for them. By mastering the QBR one-pager, you can simplify your process and improve customer communication. #customersuccess #csm #revenueoperations #revops

📈 When a unique piece of content hits the mark with a customer, it's a signal to scale. During our "Do More With Less: The Power of Scaling Data-Driven Content" webinar Asana shared how they handle ad hoc content creation. Once the content proves its value, they ensure it reaches their entire team—from CSMs to Sales—so that they can replicate that success across the board. Scaling effective content is crucial; it amplifies impact and ensures consistent value delivery to all your customers. When you find something that works, don't keep it in a silo—scale it, it's an opportunity to amplify that impact across the entire customer base. Take a look at this snippet from our "Do More With Less: The Power of Scaling Data-Driven Content" to learn more. #customersuccess #csm #revenueoperations #revops

Ever wanted a simple touchpoint where you can showcase your product's value without needing to schedule a meeting? Has it been a struggle to create? If yes, then meet... Matik's AI-powered QBR one-pager creator! A QBR one-pager is a quick overview that can be used by customer success teams to summarize key insights. In contrast with a full QBR presentation, a one-pager includes only the most essential insights and is used to provide high-level updates for customers. It can be hard to create though, which is where the QBR one-pager creator can help: 1️⃣ Just tell Matik your name, your company, and your company's website URL. 2️⃣ Matik's AI will review your site, and create a fully branded one-pager with ideas for metrics that'll showcase your product's value. 3️⃣ Use Matik to personalize & send the one-pagers in a snap, or download the one-pager to send through another email platform. Use the QBR one-pager creator...for free: https://lnkd.in/gKHNMenB #customersuccess #csm #revops #revenueoperations

📚 In the world of data-driven content, storytelling is the secret sauce that makes numbers actionable & impactful. It's not just about presenting data—it's about creating a narrative that resonates emotionally with your audience. Without that connection, you're simply mixing numbers with words, but missing the essence of a true story. By weaving a narrative, you transform data from mere information into something that can invoke action and drive results. Start by highlighting the use cases, then showcase the measures of success. Follow that up with the metrics that back up your claims, and finally, lay out the action items that naturally arise from what you've presented. It's not just about the order—it's about understanding the flow and creating a journey for your customer. When done right, storytelling doesn't just complement data; it enhances it. Check out this snippet from our "Do More With Less: The Power of Scaling Data-Driven Content" webinar to hear more about how companies like Hummingbird use storytelling to enhance their data! #customersuccess #csm #revenueoperations #revops

💡 Do you Hyper-Personalize Your Content? We’ve all encountered those surface-level attempts—generic greetings, one-size-fits-all recommendations, and content that doesn’t quite resonate. But true success lies in going beyond these basics and embracing hyper-personalization. Hyper-personalization is about understanding your customers on a deeper level. By leveraging detailed data, you can anticipate their needs, address their pain points, and deliver solutions that truly matter to them. This approach not only builds trust but also accelerates the customer journey, guiding them toward achieving their goals with your product. In a world where every interaction counts, hyper-personalization isn’t just an option—it’s essential for creating meaningful, impactful relationships with our customers. #customersuccess #csm #revenueoperations #revops

📧 Is your email getting lost in the inbox shuffle? 📧 The truth is, most text-based personalization today feels superficial. It's expected and no longer delightful, making it tough to stand out in the flood of daily communication and truly connect with recipients. The solution? Data-rich emails. These emails go beyond basic personalization, leveraging data to build trust and deliver hyper-relevant content. But this isn’t just about throwing numbers into an email. You need visualizations like charts and tables. Customer Success teams should be equipped to send emails that include personalized images, tables, charts, and even attachments. ⬇ This allows them to: Visualize Data for Impact - Identify the right data and use visualizations to craft a compelling narrative. Simple visuals like bar graphs, line graphs, and pie charts are powerful tools for conveying information and revealing patterns. Tailor to Customer Goals - Understand each customer’s unique objectives. Tailor your reports and presentations to show that you’re aligned with their goals, which helps build trust and credibility. Share Usage Metrics: Highlight who is using the product and how often. Provide insights into top users, active teams, and recommend strategies for greater adoption. Focus on Feature Utilization: Show which features are most used and identify underutilized ones, helping customers maximize their product usage. Demonstrate ROI: Present ROI metrics that matter to the customer, such as money earned or time saved, to showcase the value they’re getting from your product. Benchmarking: Share data that shows the customer’s progress toward their goals and how they compare with industry peers or competitors for added impact. Make sure your data-rich emails stand out by using visualizations, personalized content, and relevant data to forge stronger customer connections and clearly communicate your product's value. Go beyond basic personalization to make your emails truly resonate with your customers. #customersuccess #csm #revenueoperations #revops

It is important to always deliver meaningful, data-driven content at every customer touchpoint. Here’s are some data-driven content touchpoints that Asana leverages to enhance customer interactions: 💡 Asynchronous One-Pagers: Ideal for quick communication, these templates include check-ins that provide usage insights from the past month or two. They're perfect for prepping customers ahead of meetings or re-engaging prospects, along with year-in-review summaries that offer a comprehensive look at performance before renewals. 💡 Business Review Slide Decks: These full slide decks are designed to facilitate in-depth Business Reviews. They cater to specific stages of the customer journey, with templates for onboarding check-ins, contract renewals, and more. Curious to learn more? Check out our webinar snippet, "Do More With Less: The Power of Scaling Data-Driven Content" #customersuccess #csm #revenueoperations #revops

Elevate your internal account review process with a clear, data-driven approach. These concise, easily understandable reviews offer a snapshot of an account's key metrics, challenges, and areas for improvement—giving your team essential insights at a glance. The goal is to present data in a way that’s immediately actionable. By focusing on the most relevant information, you empower your team to quickly identify trends, address issues, and make informed decisions—without digging through lengthy reports. Highlight key metrics using bold or larger fonts, and incorporate data visualizations like tables, charts, or graphs for added clarity. Don’t forget to include details on key stakeholders to give your team better visibility into the customer’s operations. ➡ Ready to streamline your internal account reviews? Download our free template here: https://lnkd.in/gZQnkVDk #customersuccess #csm #revenueoperations #revops

Understanding your customer’s journey and when to utilize data is crucial for driving success with your product or service. Here are some key points to keep in mind when considering your customer journey: 💡 Account Data: Start strong by understanding what your customer aims to achieve with your product. This sets the stage for meaningful engagement from day one. 💡 Adoption: Usage data is vital. Early in the relationship, sharing even not so great data is an opportunity to build trust. By addressing areas of concern openly, you position yourself as a trusted advisor who is genuinely invested in your customers success. 💡 Value & ROI: As you connect with economic buyers, focus on their goals—whether it’s dollar ROI, time savings, or operational efficiency. Demonstrating how your platform drives optimization and cost savings will go a long way with your customers. 💡 Benchmarking & Expansion: When it’s time to discuss growth, leverage your successes. Show how your solutions have delivered results in one area, and project that value across other parts of their organization. Using their own data to illustrate the benefits makes the conversation smoother and more convincing. Building trust, demonstrating value, and expanding relationships—all essential steps in a customer’s journey. Let’s keep driving success together! To learn more about this, check out this snippet from our "How to Build Trust with Your Customers" webinar! #customersuccess #csm #revenueoperations #revops

When was the last time an email you received wow’d you? In a lot of ways we’ve become apathetic to our inbox. Email from a sales person? Well that’s going to maybe include a few jokes (and some of them are really good) but be pushing for a meeting. Email from a product you use? Probably a list of features that they released that may or may not be relevant to you (oh, and also probably pushing for a check in). Most of the text-based personalization we see today is pretty superficial. It’s become a tablestake expectation & is no longer delightful. And because of that, it’s become hard to stand out from the barrage of communication & connect meaningfully with the recipient. 💡The antidote? Data-rich emails. Emails that not only provide hyper-personalized content, but also help you build trust with the customer by leveraging data. ❌But I’m not talking about just throwing numbers into an email (although that might be a good start). If there’s one thing I’ve learned in my years working with data, it’s that text is not enough to communicate data effectively - you need visualizations like charts & tables. 👋Meet Matik Mail. For the first-time ever, customer success & rev ops teams can now send emails with personalized images, tables, charts, AND email attachments without needing engineering to hardcode an email. That’s right, you can now send emails to your customers that: -Showcase the value of your product through ROI tables and charts - Leverage images (from simple green check marks to anything you can think of) to help better grok the email - Dive deeper into detail & content relevant to that specific customer in a handy PDF attachment. You heard that right, personalized attachments for each recipient! And when it comes to connecting the data to Matik, there’s no ingestion, just querying. Whether the data is in a data warehouse, CRM, BI tool or just spreadsheet, you can have your first email template up & running in a matter of weeks (I think I just heard a few PMs and data teams sigh from relief…). Want to see it in action? Sign up for our upcoming demo webinar here: https://lnkd.in/gDe_7v8V #customersuccess #csm #revenueoperations #revops