The Helper Personality

Psychology of Customer Success

Are you afraid to say no because you feel that you will come off as self-important or "not a team player"?
Do you say yes to everything that people throw at you and believe you'll find a way to get it all done?
If this rings a bell, you may have a "Helper Personality", as many in Customer Success do. It's a great quality to have, but like any strength, it also has a dark side that leads to burnout, resentment, and ineffectiveness.
Learn the key strategies you need to make the most of this personality type AND improve your CS department in the process!

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

• Why you have trouble saying "No", -- and how to do it without burning bridges
• How to set clear boundaries of what is in scope for CS.
• Why neglecting self-care can sabotage the bottom line

NEW FREE RESOURCES
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
💎 The Focus Formula - How to make measurable progress on your CS Strategy every single day.
WORK WITH RACHEL:

🧑🏻‍🎓 The CS Leadership Academy

CONNECT WITH RACHEL
Follow at:
LinkedIn
TikTok
YouTube

WEBSITE

https://provansuccess.com

Chapters

1. Introduction (00:00:00)

2. Chapter 1: The Helper Personality (00:01:29)

3. Chapter 2: Strengths of the Helper Personality (00:04:27)

4. Chapter 3: Weaknesses of the Helper Personality (00:07:20)

5. Chapter 4: Difficulty Saying No (00:09:19)

6. Chapter 5: Unrealistic Expectation (00:12:07)

7. Chapter 6: Neglecting Self-Care (00:14:28)

8. Chapter 7: Overcommitment in CS (00:17:59)

9. Chapter 8: Prioritization and NRR (00:18:55)

10. Chapter 9: Clear Lines of Work in CS (00:20:21)

11. Chapter 10: Saying No as a New Leader (00:21:49)

12. Chapter 11: How to Say No Effectively (00:23:48)

13. Chapter 12: Taking Care of Yourself (00:25:45)

14. Chapter 13: Accountability and Helping Others (00:27:08)

15. Conclusion (00:27:58)