Hi Folks,
I started a new role recently and am doing a re-build of the CS org. I've done a segmentation exercise and am now turning to mapping out what the engagement cadence should look like per segment.
I thought I'd throw that out here for some inspiration and check if anyone has something best practice they like to use. Success planning, portfolio reviews/EBRs/QBRs - has anyone found some secret sauce in a cadence they feel works best or well? I'm trying to drive something that's less organic more programmatic. But also don't want to set unrealistic expectations leading to overwhelm. Each CSM has a mixed portfolio with about 80/100 clients that they'll be actively managing.