Driving value after onboarding is where Customer Success truly shines. In this unit, you’ll learn how to turn usage data into actionable insights, craft executive narratives that resonate, and secure commitments that fuel both expansion and advocacy. These skills are essential for building trust, deepening relationships, and unlocking new growth opportunities.

Adoption rarely happens by accident—it’s the result of proactive analysis and targeted enablement. By closely monitoring usage dashboards, you can spot patterns that reveal both strengths and friction points. For example, if you notice "Frontline supervisors log in only twice a week while managers are daily users", this signals a potential enablement gap. Instead of jumping to conclusions, approach the conversation with curiosity and empathy: "I noticed supervisors have lower usage—could we explore if additional workflow labs would help them get more value?" This non-blaming style keeps the dialogue constructive and focused on solutions, not shortcomings.

Here’s a sample dialogue that demonstrates how to use data to uncover enablement opportunities and keep the conversation positive:

• Jessica: Ryan, I’ve been reviewing the usage dashboard and noticed that our frontline supervisors are logging in much less frequently than managers.
• Ryan: I’ve seen that too, but I’m not sure if it’s a lack of interest or something else.
• Jessica: I checked the implementation notes and it looks like they missed the advanced workflow labs because they were pulled into inventory tasks. What do you think about scheduling a focused enablement session just for them?
• Ryan: That makes sense. If we can get them up to speed, I bet we’ll see adoption rise. Let’s set it up and track the results for the next QBR.

In this exchange, Jessica uses data to identify a gap, avoids blame, and proposes a collaborative solution. Ryan feels included and empowered to act, which increases the likelihood of a successful outcome.

Quarterly Business Reviews (QBRs) are your platform to elevate the conversation from features to business impact. The most effective QBRs connect product outcomes directly to your customer’s strategic goals. For instance, rather than simply stating "3% faster order processing", link it to a bigger objective: "This improvement supports your 5% gross-margin target for the year."

Tailoring your message to the audience is key. Executives want to see business results, while technical leaders may need assurance on system reliability or data integrity. If a CTO requests more technical detail, you might respond: "We’ll include a technical appendix covering data pipelines and uptime, while keeping the main story focused on business impact." This approach ensures everyone’s needs are met without diluting your core message.

Delivering measurable value paves the way for expansion and advocacy. When pursuing next-phase growth, you may encounter procurement hurdles or budget freezes. Creative structuring—such as proposing a "phased invoice" or a "non-binding Letter of Intent"—can help maintain momentum while respecting internal constraints.

Advocacy requests should always be positioned as mutually beneficial. For example: "Participating in our summit will give your team executive visibility and early access to new features, while we’ll ensure no sensitive metrics are shared." By offering opt-outs on confidential details and aligning the activity with your customer’s goals, you build trust and increase the likelihood of a “yes.”

Mastering these techniques will help you accelerate adoption, deliver compelling executive reviews, and unlock new avenues for growth. In the upcoming role-play session, you’ll have the chance to practice these skills in a realistic scenario—turning insights into action and building the confidence to lead high-impact customer conversations.