The Getting Started with Customer Success Essentials Kit outlines how new CS teams can quickly build a foundation by focusing on people, portfolio, and process. It stresses empowering CSMs with data and tools, segmenting customers to align with business goals, and defining operating models with standardized engagement. Health scores are presented as critical, evolving metrics that turn CSMs from reactive to proactive, driving playbooks and early interventions. Scaling requires Digital CS programs that blend automation with human touch, supported by CS Ops and robust data analytics, ensuring efficiency and consistent customer experiences.

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