Hi All, Are there any creative ways to engage clients that are none responsive? I would love to hear how you and your team reach out as a CSM in creative ways and if you get the other teams involved? I have actively tried calling the contacts. Send personalized release notes. Send personalized emails seeing how we can help…
Hi Everyone! We've had some CSM attrition lately and are struggling to keep the wheels on the cart with CSM account coverage. Posting here because I'm curious how other teams are handling this challenge. What creative solutions have you come up with when you're short staffed but customers keep coming? As interim steps…
Hello! I have been charged with building out the customer facing executive sponsor program slides for my customer success team. I am trying to avoid reinventing the wheel. Does anyone have any cool templates they could share with me or the community? Thank you a bunch!
Back when I was working at Duetto, I was speaking with our CFO. He told me he didn't have previous experience as a CFO. He studied finance while working as a software developer. His first role in finance was as a CFO and he said that he was endorsed by a VC who introduced him to Duetto's leadership. He mentioned this…
Hi, I am in the process of pivoting from investment operations to customer success. Although, I have gained some traction with phones calls, referrals, and interviews, I still seem to be hitting some roadblocks. Any advice or suggestions on conquering these obstacles? I know there is a role out there. I will keep knocking…
Hi Everyone, I'm part of a small SaaS organization that is just now starting to develop a CS process. Being a team of one, I want to make sure that I set my organization (and future team members) up for success. What are some tips that you wish you knew when you and your team were first developing the Customer Success role…
Hi folks, I have a question for the community. I've been working as a CSM for SaaS startups for about ~4 years now. I'd really love to work a 4 day work week but at my current startup that's just not an option. Does anyone know how likely it could be for me to run a freelance business where I could offer CSM-type services…
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Hi Everyone! I was recently tasked with putting together our decks for our QBR's, Monthly Check In's, and Renewal meetings. Does anyone have any example of the templates mentioned? or Can anyone point me in the right direction as to important content that should be housed? I have a pretty tight four day deadline. Thanks!
Hi Everyone, I'm helping a mentee through the hiring process for an entry level CSM position and am perplexed and frankly insulted by the hiring practices at this company. In general I am pretty against take home assignments unless they are either generic topics looking to gain insight into thought process or given with a…
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