Skip to content
Open
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
53 changes: 52 additions & 1 deletion contents/handbook/cs-and-onboarding/customer-success.md
Original file line number Diff line number Diff line change
Expand Up @@ -32,6 +32,57 @@ No two accounts need the same thing. Some need deep ticket involvement, some nee
- **Finding and navigating friction.** Spotting where a customer is trying to do something they expect PostHog to handle and can't. Sometimes the fix is implementation or troubleshooting, sometimes it's training or pointing them to a feature they didn't know about, sometimes it's a feature request or bug report on our end. When it's genuinely our gap, we give credits generously. [Churn reasons](/handbook/cs-and-onboarding/churn-reasons) lists the patterns we see most.
- **Monitoring health.** [Health tracking](/handbook/cs-and-onboarding/health-tracking) is our main signal for who needs attention. Don't just look at the score, look at what changed.
- **Cost optimization.** We think about cost and value together - customers should be paying for what they're actually getting. Optimizing spend (over-ingestion, session replay you can sample down, products on a plan they aren't using) is one of the easiest ways to show you're genuinely helpful.
- **Running trainings.** [Customer training](/handbook/growth/customer-training) sessions for a customer's team on a specific PostHog area, usually requested by the customer or proposed when we see a clear gap.
- **Running trainings.** Trainings should be focused on the customer's specific use case, not a generic walkthrough of PostHog. Start with the outcome the customer cares about, then choose the smallest set of docs that helps them get there.

<details>
<summary>Useful customer training resources</summary>

**Implementation foundations**

* [Getting started with Product Analytics](/docs/product-analytics/start-here)
* [Events](/docs/data/events)
* [Identifying users](/docs/product-analytics/identify)
* [Group analytics](/docs/product-analytics/group-analytics)

**Product analytics and reporting**

* [Dashboards](/docs/product-analytics/dashboards)
* [Web analytics](/docs/web-analytics/getting-started)
* [Cohorts](/docs/data/cohorts)

**Session Replay**

* [Getting started with Session Replay](/docs/session-replay/start-here)
* [Session Replay privacy controls](/docs/session-replay/privacy)
* [Session Replay troubleshooting](/docs/session-replay/troubleshooting)

**Feature releases and experimentation**

* [Getting started with Feature Flags](/docs/feature-flags/start-here)
* [Getting started with Experiments](/docs/experiments/start-here)
* [Creating an experiment](/docs/experiments/creating-an-experiment)

**Reliability and debugging**

* [Getting started with Error Tracking](/docs/error-tracking/start-here)
* [Error Tracking troubleshooting](/docs/error-tracking/troubleshooting)

**Data movement and warehouse use cases**

* [Data pipelines](/docs/cdp)
* [Realtime destinations](/docs/cdp/destinations)
* [Batch exports](/docs/cdp/batch-exports)
* [Getting started with Data Warehouse](/docs/data-warehouse/start-here)
* [Querying the Data Warehouse with SQL](/docs/data-warehouse/query)

**Cost control**

* [Billing limits and alerts](/docs/billing/limits-alerts)
* [Spike detection](/docs/billing/spike-detection)
* [Cutting feature flag costs](/docs/feature-flags/cutting-costs)

</details>

For customer-facing trainings, avoid sending this whole list. Pick the 3–5 links that match the customer's goal and pair them with a concrete workflow, e.g. "debug checkout drop-off with funnel + replay" or "roll out a new feature with flags + experiment metrics."
- **Credit purchases.** Helping customers buy ahead of usage they can predict, like annual deals, top-ups, and plan changes. [Renewals](/handbook/cs-and-onboarding/renewals) covers the mechanics.