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Account Health Review Agenda: Samples willing to share?
Hi there! I'm helping a national computer science education non-profit stand up their client success management function and we're working toward developing success metrics and account indicators. In the meantime, I'm developing an informal account health review meeting structure to get ppl used to this kind of thinking…
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Disengaging from a customer...
Hey folks, New here...from a quick looks looks like a great place for customer success professionals. I have a question on disengaging from a customer. We have customers that we will be disengaging from in the new fiscal year so wondering if you have done that before and what messaging did you use. I've looked online and…
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How to lead a Community Discussion Panel Advice Request
I have been put in charge of setting up a discussion panel that will occur at an upcoming expo and in need of advice. This will be my first one My idea so far is to host a panel of our customers who are advocates of the product and academic field experts. I understand the sales value is to create hype around the product…
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SaaS Strategies Adoption From Other Industries
Hey GGR community, my first post ever so I hope to get a good engagement. I'm a former engineer who worked 10 years in the automotive, agriculture, and medical industry, but now working as a CSM for over a year now in a SaaS company, and I see so many different approaches on how to get better. Many of those industries have…
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Resume Review Help/Mentoring Request
Hi All- I’ve been in a CS focused role for 14 years (3 of those as a VP of CS) of my almost 19 years in the workforce - I took a sabbatical in 2018 and switched to an Agile consultancy role since I came back in early 2019. I’ve found, since I’ve been back at work, that the drive to be a partner to clients in a focused CS…
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Trusted Advisor
Happy Mid-week: there is this topic trending on Linkedin about earning the title of "Trusted Advisor" by your customer. Every CSM positions himself/herself/themselves as such. But what really makes us Trusted Advisor? For me the ability to engage proactively and "gently regularly" ( without annoying your customer) and…
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Looking for an Associate CSM Role or CSM Role
Hello All! I'm so happy to be here and to have found this community. I'm looking to make the career change over to CS from Operations. I'm currently getting certified as a CSM and have been fully immersing myself in everything CS! I would love to connect with anyone looking to hire an Associate CSM or CSM. I believe I have…
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Feeling like your day is over before you accomplish your goals? Read our newest GGR Blog!
This week, Ryan Johansen takes a look at something we probably all do when we start our day, and how that might actually be creating issues. Worst Way to Start Your Day is a look at how to avoid jumping into our day and unintentionally killing your productivity by checking email as our first task. Checking email can result…