Customer Success
May 30, 2025

Building your CS team from the ground up

Workshop by Rachael McBrearty (3x CCO) covering four steps: mapping CX journey, designing CS process, hiring right roles, and building metrics model.

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CS Council Building Your CS Team From The Ground Up
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In this workshop designed for founders and early-stage executives building CS teams from the ground up, Rachael McBrearty, 3x Chief Customer Officer and Scale advisor, covers the steps to building a world-class CS organization at an early-stage startup.Specifically, Rachael discusses actionable tools and best practices for:

  1. Mapping the CX journey
  2. Designing the optimal CS process
  3. Hiring the right CS roles
  4. Building a metrics model to monitor progress against strategic goals

Mastering these four steps is critical for any startup looking to minimize churn, unlock expansion revenue, and build strong customer advocacy.

CS Council Building Your CS Team From The Ground Up
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The Scale Customer Success Framework
CS framework by Craig Rosenberg, Kristina McMillan, and Rachael McBrearty covering strategy (journey design), operations (tiering, renewals), people (CSM roles), and execution (engagement, advocacy).
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