Jeff Moss, founder of Expansion Playbooks

I'm Jeff Moss. I help people who own customer relationships build the expertise that makes any customer, any company, and themselves successful.

The short version of how I got here, in four acts.

Act one · The ground floor

First customer success hire, no playbook.

I got my start on the ground floor at SalesRabbit, employee number seven, back when customer success was barely a named thing. I started in support and became the first person there whose whole job was the customer. There was no playbook to copy, so I built the team and the motion from scratch, and I made every mistake there was to make.

And things were not working. We were losing 25% of new customers in the first 90 days while I did everything a customer success person was supposed to do. So I started interviewing our most successful customers, the ones who would stand on stage and say the product changed their business, and asked them how they win. Once I understood that, the whole job changed. I built what I learned into our onboarding, our processes, our tooling.

We brought that 25% down to less than 5%.

Act two · On the road

A decade under the hood.

Then I got to go on the road. Not as a consultant exactly, more as an operating partner. I worked with venture firms and the companies in their portfolios that were in trouble: hemorrhaging customers, growth slowing, no idea why. My job was to get under the hood and fix it.

Over time that became more than 75 companies across wildly different industries: restaurant operations, healthcare, email marketing, time tracking, legal, document management. I implemented playbooks and analyzed over a million customer records, and I stopped thinking about customer success as a department and started seeing it as a discipline.

Act three · The pattern

The judgment is the discipline.

The same few things mattered every time, in every industry, at every stage. It always came down to knowing exactly how the customer wins, and getting them there in a way you can prove.

For a long time I thought that was the whole finding. It wasn't. The deeper thing was that I could walk into a restaurant-software company one day and a patient-outcomes company the next and figure it out every single time. Not because I'm special. Because the judgment to find the few things that matter is itself a discipline. It can be broken down, practiced, and carried anywhere.

Act four · Why I built the product

The conversation that built this.

About a year ago I talked with a rep at a company where I'd done training. The engagement had gone great: strong reviews, real testimonials. And then he told me the truth. A few months after I left, things went back to normal. People hadn't truly changed how they think or how they work, because they didn't have tools to make the changes stick.

I couldn't argue with it. Training was not the problem. What was missing was the thing that shows up on Monday, inside the actual work, and keeps the new way of thinking in the room after the trainer goes home. So I built the tool I couldn't hand that rep: the one that makes the change stick, because it lives inside the work, builds your judgment instead of replacing it, and belongs to you.

75+
companies, under the hood
1M+
customer records analyzed
1,000+
reps trained across support, customer success, onboarding, sales, product, and marketing
IC to VP
operator the whole way

People I've worked with

“By following this framework I increased my expansion revenue by 16% year-over-year with no new products to sell.”

Mike BinksMike BinksMid-Market Account Executive @ Filevine

“Customers now ask for account plans because they know I can unlock the exact value they’re seeking.”

Aaron RubinAaron RubinSenior CSM @ Lumo Ag

“Jeff's coaching was exactly what I needed to take over our Customer Success department with confidence and clarity.”

Lindsay GoliaLindsay GoliaDirector of Customer Success @ DearDoc

“Jeff and his insight are invaluable and directly contributed to my growth from a team leader to a team manager.”

Jordan SartinJordan SartinSenior Customer Success Manager @ Orbus Software

“Jeff was incredibly prepared and brought a high level of organisation to the 5-week program. The mix of live instructor-led sessions, role-plays, and assignments kept the team engaged.”

Sinéad BellSinéad BellSenior Learning & Development Specialist @ LearnUpon

“I now have the confidence and the assets to jump in on day one and make an impact in my next role!”

Kevin MyhanKevin MyhanCorporate Partnership Executive @ Stago

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