*SUBJECT LINE EDIT: CSM Effectiveness when there is lack of processes in place.
Shoutout to Breakout Room #4 from todays Office Hours
@Sofia Reimchen @David Nedohin @Bryce Oishi @Kevin Leonor
@Meredith SmithTodays topic: What is the #1 challenge that you face as a CSM and what do you need to do to solve it?
Our group discussed the effectiveness of the CSM in continuing to drive value and transfer knowledge to the customer when there is vagueness or gaps in internal processes or practices. How can the CSM shift from the reactive role to a proactive approach?
A few ideas that we discussed were:
-Using templates to become more efficient with your time
-Sharing internal Best Practices with continual updates as situations occur. This can also include the use of a Handbook that can be reevaluated throughout the year.
-Improved and thorough onboarding of the CSM vs. just shadowing someone else on the team
-Resourcefulness
Would love to hear additional thoughts and ideas.