Hi all,
I am creating a CS team from scratch. I am also learning as I go and the curve is steep. So my question: What tools and documents do I need? What software or apps should I have? What communication channels should I set up? What I have created so far are:
CS process (excel)
Playbooks with triggers, and plays (powerpoint and word)
CS plan (excel)
Customer health assessment (excel)
MBR and QBRs (powerpoint)
Teams channel to hold all relevant documentation and communication about customer
Thank, Tandiss