Guide
Structuring Incentives for Customer Success
This guide explains how carefully designed incentives can improve strategy execution, employee engagement, onboarding, retention, expansion, and customer outcomes. Incentives should be tied to strategic objectives, aligned with role responsibilities, measured where results occur, supported by existing systems, and limited to three or fewer measures. Sales teams can be rewarded for collecting essential onboarding information, supporting timely implementation, and maintaining customer health after the initial sale. Customer onboarding and success teams may be measured on milestone completion, communication, adoption, health scores, advocacy, renewal, expansion, and customer lifetime value. Goals must remain within each employee’s control and be protected from manipulation. The guide also enc
