Guidance On Creating A Playbook
Seeker 
Hello GGR!
First time poster here. I'm an intern who's been tasked with creating a general playbook for the client success managers that I work with. With this being the first time I have worked on a project like this, I am reaching out asking for any advice/tips the community may be able to provide me as well as maybe some common topics/areas to cover. As of right now, I have outlined the processes and responsibilities CSMs take on at my workplace, as well as the tools/software used and some best practices at each stage of the customer journey. The goal is not to create just an informative playbook, but rather one that will promote success. I was also wondering what format usually works best for playbooks?
I would really appreciate it if there is anyone in the community that wouldn't mind sharing a playbook they have found to be successful with me for a reference. Feel free to add anything down below.
Thanks,
Tristan Da Silva
Client Success Intern
AcuityAds Inc
First time poster here. I'm an intern who's been tasked with creating a general playbook for the client success managers that I work with. With this being the first time I have worked on a project like this, I am reaching out asking for any advice/tips the community may be able to provide me as well as maybe some common topics/areas to cover. As of right now, I have outlined the processes and responsibilities CSMs take on at my workplace, as well as the tools/software used and some best practices at each stage of the customer journey. The goal is not to create just an informative playbook, but rather one that will promote success. I was also wondering what format usually works best for playbooks?
I would really appreciate it if there is anyone in the community that wouldn't mind sharing a playbook they have found to be successful with me for a reference. Feel free to add anything down below.
Thanks,
Tristan Da Silva
Client Success Intern
AcuityAds Inc