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Click the help icon above to learn more. */ </style> </head> <body class="post-template-default single single-post postid-7090 single-format-standard custom-background custom-header header-full-width content-sidebar"><div id="wrap"><div id="header"><div class="wrap"><div id="title-area"><p id="title"><a href="https://sixteenventures.com/">Customer-centric Growth by Lincoln Murphy</a></p><p id="description">Growth-oriented Customer Success</p></div></div></div><div id="subnav"><div class="wrap"><ul id="menu-page-menu" class="menu genesis-nav-menu menu-secondary"><li id="menu-item-2604" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-home menu-item-2604"><a href="http://sixteenventures.com">Customer Success Articles</a></li> <li id="menu-item-8249" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-8249"><a target="_blank" href="https://www.impactdemy.com/collections?ref=58b2b0">2024 CSM and Head of CS Training</a></li> <li id="menu-item-55" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-55"><a rel="author" href="https://sixteenventures.com/lincoln-murphy-strategic-consultant">Customer Success Consulting</a></li> <li id="menu-item-8433" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-8433"><a target="_blank" href="https://www.impactdemy.com/pages/impact-weekly-podcast">Customer Success Podcast</a></li> <li id="menu-item-8900" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-8900"><a target="_blank" href="https://www.impactdemy.com/courses/fundamentals?ref=58b2b0">Free CS Fundamentals Course</a></li> </ul></div></div><div id="inner"><div class="wrap"><div id="content-sidebar-wrap"><div id="content" class="hfeed"><div class="post-7090 post type-post status-publish format-standard has-post-thumbnail hentry category-business-model category-cohort-analysis category-customer-acquisition category-customer-development category-customer-segmentation category-customer-success category-distribution-2 category-free-trials category-growth-hacking category-marketing category-pricing-strategy category-retention-churn-management tag-accounting tag-apps tag-b2b tag-b2c tag-business-model-2 tag-churn tag-cloud tag-cloud-computing tag-clv tag-conversion-rate-optimization tag-copywriting tag-cro tag-cta tag-free-trial tag-free-trials-2 tag-funnel tag-marketing-2 tag-metrics tag-pricing tag-pricing-page tag-pricing-strategy-2 tag-psychology tag-retain tag-retention tag-saas tag-sales tag-sales-process tag-software-as-a-service tag-transparent-pricing tag-value-pricing tag-web-app tag-webapp entry"><h1 class="entry-title">Customer Success: How to Reset Mismanaged Expectations</h1> <div class="post-info"><span class="date published time" title="2017-05-19T11:52:17-05:00">May 19, 2017</span> Article by <strong><a href="https://sixteenventures.com/lincoln-murphy-strategic-consultant" target="_blank">Lincoln Murphy</a></strong> </div><div class="entry-content"><p><img decoding="async" class="alignright wp-image-7091" src="http://sixteenventures.com/wp-content/uploads/2017/07/pablo-17-1024x512.png" alt="" width="400" height="200" srcset="https://sixteenventures.com/wp-content/uploads/2017/07/pablo-17.png 1024w, https://sixteenventures.com/wp-content/uploads/2017/07/pablo-17-300x150.png 300w, https://sixteenventures.com/wp-content/uploads/2017/07/pablo-17-768x384.png 768w" sizes="(max-width: 400px) 100vw, 400px" />Carefully. One of the biggest drains on Customer Success Management resources is customers that have not had their expectations properly managed and having to work around that.</p> <p>Avoid that where you can by doing things correctly from the outset, but if you’re there already, maybe this will help you.</p> <p>For context, on Friday, May 19, 2017, I did a <a href="http://sixteenventures.com/lincoln-murphy-customer-success-ama-transcript-and-video-may-19-2017" target="_blank" rel="noopener noreferrer">Customer Success Ask Me Anything (AMA)</a> on <a href="https://www.facebook.com/LincolnMurphyShares/" target="_blank" rel="noopener noreferrer">Facebook live</a>. It was awesome. The video is embedded below and below that is the transcript (edited for better readability) that answers the question.</p> <p><span id="more-7090"></span></p> <p><iframe src="https://www.youtube.com/embed/iZA82Mo3OLc?rel=0" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe></p> <h2>How do you reset customer expectations if they haven’t been managed correctly?</h2> <p>Carefully, is the answer.</p> <p>That’s an awesome question because it’s applicable to most companies who have been in business for any amount of time. But we’re gonna have done things in the early days, that’s we realize we didn’t need to do. And again, a great example is we give free consulting to customers that really don’t pay us that much.</p> <p>What I say is, that early cohort of customers we can’t punish them for being there early with us and for us learning from them. And so what I would like to do is draw a line in the sand and say any customers that come in from now on, they’re gonna get this <a href="http://sixteenventures.com/desired-outcome" target="_blank" rel="noopener noreferrer">Appropriate Experience</a>. Right? Whatever that looks like. Those customers that were here before, we can be honest with them. What a concept.</p> <p>Hey, you know we’ve learned some things. And what I would say is there’s a really good chance that if you’re having a one-hour meeting with them every week, that they even may not need that. They might even think that’s inappropriate. But you’re offering it. You’re giving it to them. So talk to them. And say what would be a more appropriate interaction schedule.</p> <p>And you could even provide some self-service deflection options for them. Things that they could do on their own. You could provide, you can be more prescriptive and say what we’ve done with you is sort of have these weekly meetings.</p> <p>What we’ve learned since then is that these sort of self-guided courses and then a quarterly business review is actually working a lot better. That would give you back three or four hours of your time every month. If you kinda put it into their terms, and think about it from their point of view, actually it could really work wonders. But, you can’t punish them. You can’t punish them because you screwed up. And that’s what we have to understand.</p> <p>I talk about this passionately because I’ve been there. I’ve done that. That’s why I can share this stuff. Because I’ve seen it, I’ve been there, done that. And I’ve even done it wrong. I’ve actually gone back and punished customers when I shouldn’t have. And I’ve seen the backlash. I’ve seen the negative fallout from that. So we can’t do that.</p> <p>So we have our customers that brought us to the dance. We can’t, I don’t know what you do when someone brings you to the dance and you leave with somebody else, I guess. Whatever. We can’t punish them for being there for us. We can go back and try to reset expectations as long as it’s in their favor. And that’s the reality.</p> <p>But going forward, like from now on, for anyone new that comes in, we have to give them that Appropriate Experience which means if you haven’t thought of what the Appropriate Experience is, you need to do that right now. Because ultimately, and hopefully you can see through that idea of giving just too much to our customers.</p> <p>It’s gonna start to affect scalability. It’s gonna start to affect your margins, your operating margins. All this stuff is going to be really negatively impacted by this. And it’s going to cause at the very core of what you do. It might start to cause a customer negative environment.</p> <p>A cycle of apathy.</p> <p>This cycle of distrust.</p> <p>We hate our customers. We hate our customers because they take too much from us.</p> <p>That’s our fault.</p> <p>We gave it to them.</p> <p>So we need to get out of that cycle as quickly as possible. Stop doing what you’re doing right now with those customers.</p> <p>Figure out what the Appropriate Experience is going forward. And give new customers that, and then go back to, the other, the customers that have been there. The legacy customers. And try to figure out how to how to manage expectations with them. But again, making it about them and making it about their Appropriate Experience.</p> <p>Good luck with that. It is going to be a challenge. But it’s something you need to do sooner rather than later. Because it’s just gonna get worse.</p> <figure class="wp-block-image size-full"><a href="https://www.impactdemy.com/collections?ref=58b2b0" target="_blank" rel="noopener"><img loading="lazy" decoding="async" width="800" height="800" src="https://sixteenventures.com/wp-content/uploads/2023/02/Impact-Academy-Johan-and-Lincoln.png" alt="" class="wp-image-8479" srcset="https://sixteenventures.com/wp-content/uploads/2023/02/Impact-Academy-Johan-and-Lincoln.png 800w, https://sixteenventures.com/wp-content/uploads/2023/02/Impact-Academy-Johan-and-Lincoln-300x300.png 300w, https://sixteenventures.com/wp-content/uploads/2023/02/Impact-Academy-Johan-and-Lincoln-150x150.png 150w, https://sixteenventures.com/wp-content/uploads/2023/02/Impact-Academy-Johan-and-Lincoln-768x768.png 768w" sizes="auto, (max-width: 800px) 100vw, 800px" /></a></figure> </div><div class="author-box"><div><img alt='' src='https://secure.gravatar.com/avatar/3334de1f544b64f1d1b3383098d14892?s=80&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/3334de1f544b64f1d1b3383098d14892?s=160&d=mm&r=g 2x' class='avatar avatar-80 photo' height='80' width='80' loading='lazy' decoding='async'/> <strong>About Lincoln Murphy</strong><br /><p>I invented Customer Success. I focus primarily on Customer Engagement. <a href="https://sixteenventures.com/lincoln-murphy-strategic-consultant">Learn more about me here.</a></p> </div></div><div class="after-post widget-area"> <div id="recent-posts-3" class="widget widget_recent_entries"><div class="widget-wrap"> <h4 class="widget-title widgettitle">You should read these articles, too…</h4> <ul> <li> <a href="https://sixteenventures.com/true-cost-of-meetings">The True Cost of Meetings in Customer Success Management</a> </li> <li> <a href="https://sixteenventures.com/meetings-as-a-metric">Meetings as a Customer Success Metric: The Misguided Path</a> </li> <li> <a href="https://sixteenventures.com/no-goals-no-customer-success">No Goals, No Customer Success: Unlocking the Power of the Goal Discovery Framework</a> </li> <li> <a href="https://sixteenventures.com/revenue-roadblocks">Revenue Roadblocks: How We’re Sabotaging Our Own Growth</a> </li> <li> <a href="https://sixteenventures.com/bad-fit-vs-good-fit-customers">Good Fit vs. Bad Fit vs. Ideal Customers: The Key to Unlocking Sustainable Growth</a> </li> </ul> </div></div></div></div></div><div id="sidebar" class="sidebar widget-area"><div id="custom_html-2" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><div class="textwidget custom-html-widget"><div id="enews-ext-2" class="widget enews-widget"> <div class="widget-wrap"> <div class="enews"> <h4 class="widget-title widgettitle">Join the other 53,897 folks who get my emails and…</h4> <div style="text-align:left"> <ul> <li>Get the latest on <strong>ChatGPT, AI, & Prompt Engineering</strong></li> <li>Stay updated on <strong>Customer Success</strong> & <strong>RevOps</strong></li> <li>Take your <strong>Growth Strategy</strong> to the next level</li> <li>Learn about <strong>Psychology, Engagement, and More</strong>!</li> </ul> </div>  <form id="ck_subscribe_form" class="ck_subscribe_form" action="https://app.convertkit.com/landing_pages/256863/subscribe" data-remote="true"> <input type="hidden" value="{"form_style":"naked","embed_style":"inline","embed_trigger":"scroll_percentage","scroll_percentage":"70","delay_seconds":"10","display_position":"br","display_devices":"all","days_no_show":"15","converted_behavior":"show"}" id="ck_form_options"> <input type="hidden" name="id" value="256863" id="landing_page_id"> <input type="hidden" name="ck_form_recaptcha" value="" id="ck_form_recaptcha"> <div class="ck_errorArea"> <div id="ck_error_msg" style="display:none"> <p>There was an error submitting your subscription. 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300w, https://sixteenventures.com/wp-content/uploads/2023/04/Email-Engagement-Formula-Driving-Success-at-Every-Stage-of-the-Customer-Journey-600-×-600-px-1-150x150.png 150w" sizes="auto, (max-width: 600px) 100vw, 600px" /></a></figure> </div></div> <div id="block-4" class="widget widget_block widget_media_image"><div class="widget-wrap"> <figure class="wp-block-image size-large"><a href="https://www.impactdemy.com/pages/impact-weekly-podcast" target="_blank" rel=" noreferrer noopener"><img loading="lazy" decoding="async" width="1024" height="1024" src="https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-1024x1024.jpg" alt="" class="wp-image-8437" srcset="https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-1024x1024.jpg 1024w, https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-300x300.jpg 300w, https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-150x150.jpg 150w, https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-768x768.jpg 768w, https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-1536x1536.jpg 1536w, https://sixteenventures.com/wp-content/uploads/2022/12/Impact-Weekly-with-New-Episodes-Text-2048x2048.jpg 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></a></figure> </div></div> <div id="recent-posts-4" class="widget widget_recent_entries"><div class="widget-wrap"> <h4 class="widget-title widgettitle">Customer Success & Growth Articles</h4> <ul> <li> <a href="https://sixteenventures.com/true-cost-of-meetings">The True Cost of Meetings in Customer Success Management</a> </li> <li> <a href="https://sixteenventures.com/meetings-as-a-metric">Meetings as a Customer Success Metric: The Misguided Path</a> </li> <li> <a href="https://sixteenventures.com/no-goals-no-customer-success">No Goals, No Customer Success: Unlocking the Power of the Goal Discovery Framework</a> </li> <li> <a href="https://sixteenventures.com/revenue-roadblocks">Revenue Roadblocks: How We’re Sabotaging Our Own Growth</a> </li> <li> <a href="https://sixteenventures.com/bad-fit-vs-good-fit-customers">Good Fit vs. Bad Fit vs. Ideal Customers: The Key to Unlocking Sustainable Growth</a> </li> <li> <a href="https://sixteenventures.com/opt-in-vs-opt-out-trials">Opt-In vs. Opt-Out Trials: The Hidden Impact on Customer Retention and Success</a> </li> <li> <a href="https://sixteenventures.com/beyond-transactions">From Transactions to Relationships: Unleashing Customer Potential with AX</a> </li> <li> <a href="https://sixteenventures.com/renewal-psychology">Renewal Psychology: From an Adversarial Process to a Celebration of Success</a> </li> <li> <a href="https://sixteenventures.com/pods-customer-success-sales">Pods in Customer Success vs. Sales: A Side-by-Side Comparison</a> </li> <li> <a href="https://sixteenventures.com/csm-pods">The Role of Pods in CSM Coverage Models: The Evolving Landscape</a> </li> <li> <a href="https://sixteenventures.com/csm-pool">Pooled CSMs: Benefits, Challenges, and Requirements for Success</a> </li> <li> <a href="https://sixteenventures.com/customer-success-touch-levels">Beyond Touch Levels: Scaling Customer Success through Appropriate Experience (AX)</a> </li> <li> <a href="https://sixteenventures.com/goal-discovery-framework">The Goal Discovery Framework for Customer Success Management</a> </li> <li> <a href="https://sixteenventures.com/storytelling-in-customer-success">Storytelling in Customer Success: Use the Power of Goal Discovery</a> </li> <li> <a href="https://sixteenventures.com/customer-success-capacity-planning">Customer Success Scaling: Capacity Planning and Resource Allocation</a> </li> <li> <a href="https://sixteenventures.com/keeping-customers-engaged">Bridging the Engagement Gap: Keeping Customers Actively Invested</a> </li> <li> <a href="https://sixteenventures.com/advocacly-flywheel-social-proof">Build a Social Proof Machine: Consistently Generate Real Advocates at Scale</a> </li> <li> <a href="https://sixteenventures.com/earned-advocacy-social-proof">The Untapped Potential of Social Proof through Earned Advocacy</a> </li> <li> <a href="https://sixteenventures.com/metrics-to-meaning">From KPIs to Connection: Transforming Metrics Into Meaningful Relationships</a> </li> <li> <a href="https://sixteenventures.com/email-tactics">5 Outdated Email Tactics You Need to Abandon in 2024</a> </li> <li> <a href="https://sixteenventures.com/value-of-customer-success">Every Department Must Recognize the Value of Customer Success</a> </li> <li> <a href="https://sixteenventures.com/reactive-to-proactive-retention">Retention: Shifting from Reactive to Proactive to Stop Chasing and Start Leading</a> </li> <li> <a href="https://sixteenventures.com/usage-customer-success">Why High Usage Doesn’t Guarantee Customer Success</a> </li> <li> <a href="https://sixteenventures.com/scaling-cs-team">Scaling Your Customer Success Team Without Losing Control</a> </li> <li> <a href="https://sixteenventures.com/goal-alignment">The Art and Science of Continuous Goal Alignment in Customer Success</a> </li> <li> <a href="https://sixteenventures.com/goal-discovery">Goal Discovery: The Essential Task You Never Had Time for (Until Now!)</a> </li> <li> <a href="https://sixteenventures.com/customer-success-sales-alignment-2">Aligning Customer Success and Sales: Bridging the Great Divide</a> </li> <li> <a href="https://sixteenventures.com/motivating-action">Motivating Action: The Hard Truth of Driving Customer Engagement</a> </li> <li> <a href="https://sixteenventures.com/customer-retention-analysis">Customer Retention: Proactive, Reactive, and At-Risk Analysis</a> </li> <li> <a href="https://sixteenventures.com/partner-success-strategy">Navigating Partner Success in a Multi-Channel World</a> </li> <li> <a href="https://sixteenventures.com/csm-customer-allocation">Unlocking Potential: How to Allocate Customers to CSMs</a> </li> <li> <a href="https://sixteenventures.com/coverage-segments">AX-Based Coverage Segments: Customer Success Evolved</a> </li> <li> <a href="https://sixteenventures.com/revops-evolved">RevOps Evolved: The Key to Rapid, Exponential Revenue Growth (2024)</a> </li> <li> <a href="https://sixteenventures.com/engagement-rate">Redefining Email Engagement: New Metrics for a New Era (2024)</a> </li> <li> <a href="https://sixteenventures.com/classify-churn">Understand, Classify, and Effectively Analyze Churn</a> </li> <li> <a href="https://sixteenventures.com/customer-negotiations">Customer Negotiation: Discounts, Retention, and Value</a> </li> <li> <a href="https://sixteenventures.com/objection-handling">The Art of Objection Handling in Customer Success</a> </li> <li> <a href="https://sixteenventures.com/sell-to-existing-customers">Driving Exponential Growth: The Art of Selling to Existing Customers</a> </li> <li> <a href="https://sixteenventures.com/nrr-panic-the-rollercoaster-ride-you-never-saw-coming">NRR Panic: The Rollercoaster Ride You Never Saw Coming</a> </li> <li> <a href="https://sixteenventures.com/motivation-vs-discipline-how-knowing-the-difference-skyrockets-customer-engagement">Motivation vs. Discipline: How Knowing the Difference Skyrockets Customer Engagement</a> </li> <li> <a href="https://sixteenventures.com/why-csm-positioning-is-so-important-and-how-to-fix-it">Why CSM Positioning is so Important (and How to Fix it)</a> </li> <li> <a href="https://sixteenventures.com/customer-status-the-hidden-motivator-you-cant-ignore">Customer Status: The Hidden Motivator You Can’t Ignore</a> </li> <li> <a href="https://sixteenventures.com/the-power-of-curiosity-in-customer-success">The Power of Curiosity in Customer Success</a> </li> <li> <a href="https://sixteenventures.com/creating-customer-success-playbooks-with-chatgpt">Creating Customer Success Playbooks with ChatGPT</a> </li> <li> <a href="https://sixteenventures.com/chatgpt-or-bing-customer-success">ChatGPT or Bing: Which AI Tool is Best for Customer Success</a> </li> <li> <a href="https://sixteenventures.com/customer-success-chatgpt">Customer Success Pros: Stay Ahead of the Game with ChatGPT</a> </li> <li> <a href="https://sixteenventures.com/chatgpt-customer-success">ChatGPT in Customer Success: Generative Output to Desired Outcome</a> </li> <li> <a href="https://sixteenventures.com/stop-teaching-your-customers-to-ignore-you">Stop Teaching Your Customers to Ignore You! 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