How CSMs Should Prepare for a One-on-One with Their Manager
Автор: CSM Practice
Загружено: 2023-06-04
Просмотров: 340
Описание:
#customersuccess #csmpractice #meeting #oneonone #oneononemeeting #meetingpreparation
CSM One-on-One Manager Meetings:
CSMs are expected to be prepared with the most up-to-date customer information possible on calls with a direct manager.
Updated Items to Include:
— Book of Business
— Calls To Action (CTAs)
— Health Scores
Preparing these updated items will help you review your customers more effectively with your manager, maximizing the value of your one-on-one conversation.
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