Matik Monthly February 2026: Scaling Customer Success
Stacy Wu
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February 27, 2026
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5 mins
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This content first appeared in Matik Monthly, Issue #35 for February 2026. Stay up-to-date with our latest guides, templates, how-tos, and more by subscribing here or viewing past Matik Monthly issues. Great for Ops, CS, Sales, and Enablement teams who want practical resources they can put to work right away.
Matik Monthly February 2026: Scaling Customer Success
While scaling a function used to involve hiring, it nowadays means supporting more customers while having the same headcount. So whether you are trying to do more with fewer resources or figuring out how to support & grow all your accounts, this month’s newsletter should have you covered.
Scale + CS Summit Sessions
Opening Keynote
Hear from Jon Herstein, CCO at Box, about his unique perspective on what customer success looks like when a company is just starting out to its growth stage, navigating the complexities of an IPO, and becoming a billion-dollar company.
3 Non-Obvious Pillars to Your Scaled Strategy
Jeff Breunsbach boils down the 3 non-obvious pillars that have helped these leaders build a strong-scaled customer success strategy.
Scaling With What You Have: How to build your org when you are bootstrapped
Maranda Dziekonski covers the basics of how to build your CS org when you have limited resources and growing demands.
Scale from an Ops Perspective
Hear from a panel of experts on how operation comes into play when expanding the reach and impact of customer success initiatives.
Listen to this panel of ops experts→
How Matik Automates Data-Driven Content
Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Instantly generate insights, align messaging, and scale best practices across every customer.
Learn how Matik helps you scale customer programs.
Learn More →
From Around the Web: Perspectives on Scaling Customer Success
These resources from around the web explore how teams are building and scaling customer success.
The Beginners Guide to Scaling Customer Success
This article from CSM Practice explores how to scale a customer success team through segmentation, standardized processes, and the smart use of automation and technology to support growth without sacrificing impact.
Customer Success Maturity Model: Assess, Build, and Scale Your Org
This ebook from TSIA introduces a six-pillar framework to help leaders assess their customer success maturity, close capability gaps, and build a scalable, growth-driving CS organization.
How to Scale Customer Success While Maintaining High Quality
This article from SuccessCOACHING shares practical ways to scale customer success without losing quality, from strengthening training and processes to building repeatable systems, smart tech stacks, and self-service resources that support growth.
Scaling Customer Success Operations
In this Customer Success leadership roundtable, Kristi Faltorusso, Dan Ennis, and Michael Weil share practical strategies for scaling CS through automation, segmentation, and digital engagement while preserving the personalized experience that drives retention.
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