Success milestones: the success milestones your client needs to reach the highest tower?

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What are success milestones?
Practical example of success milestones
How important is it to apply the success milestones technique?
What does your company need to achieve the best results in its success milestones strategy?
1. Understand the buying journey and customer expectations
2. Plan and anticipate upcoming success milestones
3. Have the right structure to create and manage your success milestones methodology
Golden tip: vital tool for implementing the success milestones methodology
Movidesk Customer Success Module (Zenvia Service)
Success milestones are a vital methodology for mapping the customer twitter database with small tasks and challenges in pursuit of the main objective.

Imagine that at the turn of the year, you set a goal to be healthier throughout the new year. That’s a great goal, right? To achieve it, you decided to exercise more, eat better, go to bed earlier, and go to therapy.

It's the perfect combination to have a much healthier life, but a year is a long time, isn't it? To encourage yourself to persist in this goal, a great solution is to create small goals. For example, reduce the number of orders through food apps by 60%, work out 20 minutes a day for two weeks, without a break, or sleep 8 hours a day!

By achieving these goals, you realize that you are on the right path, creating a sense of accomplishment and transforming your final goal into a daily objective. A routine that, over time, can be improved and corrected to make your success even greater!

Bringing it into the business world, these smaller goals can be called success milestones. Let's understand their definition better and what real gains success milestones can bring to your business?

What are success milestones?
As we mentioned above, success milestones can be translated as success milestones. They are intermediate goals to monitor and verify whether Customer Success solutions are achieving the objectives set. In other words, whether your client is really on the path to achieving the best results, within the desired timeframe and using the solutions offered with maximum efficiency.

We know that having a CS area – and ensuring that the customer has the best experience with products and services – should be one of the company's main missions. And, today, it is truly part of the discussions in the customer relationship and service sector , to the point that many companies include a Customer Success team .

But, unfortunately, many managers deal with this issue superficially and find it extremely difficult to verify whether the customer was actually successful in that experience.

Therefore, it is vital that the company establishes a more tangible methodology for monitoring this . For example, including small success milestones. A very interesting analogy for this methodology is video games. The ultimate goal is to save the princess, but the player needs to go through several stages until he is ready to enter the highest tower.

These phases are the milestones of success!

In short, therefore, success milestones are small goals, during the customer experience , to check, monitor and manage whether the actions carried out by the customer – and by the company – are moving towards the objectives set.

Practical example of success milestones
When we talk about success milestones and small intermediate phases, we can stop at theory and not really understand how to bring it into the company's routine.

To avoid this stagnation, we need to understand that, in practice, success milestones should represent phases of the customer's purchasing journey. For example, we can insert success milestones in onboarding and insert tasks that must be completed by the user in the first 3 months of use. Such as time of activity, or how many functions were used in that period.