CSM Leader
Use our toolkit to improve your day to day job
- Learn about 2 ways feedback
- Learn about Actions vs Outcomes
- Learn about building a safe environement
- Learn about Servant leader
- Access Framework, Tools
Individual Contributor
- Access Career path framework
- Learn how to prepare 1 to 1
- Download Templates of BR, Success plan
- A lot of resources available to perform
Individual Contributor
Toolkit
CSM Career
Is a Customer Success Manager career right for you? Which skills do you need to develop? Is CSM a great job?
Serie of toolkit to demystify the role of Customer Success Manager, providing insights, skills guidance, and career planning tools to empower individuals in building a successful CSM career.
- Career Framework
- Skills Matrices
- Role & Responsibilities
- Educational Resources
- Your plan
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Toolkit
Member
Customer Information
- Customer Profiles
- Communication Templates
- Customer Journey Maps
- Success Plans
- Feedback Surveys
- Onboarding Materials
Member
Product and Service Resources
- Product Knowledge Base
- Training Resources
- Q&A Knowledge Base
- Marketing Resources
- Case Studies and Success Stories
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Customer Data and Metrics
- Usage Analytics
- Health Scorecards
- Customer Success Metrics
- Customer Engagement Analytics
- Feedback Loop Mechanisms
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Customer Support and Engagement
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Member
CSM Training and Collaboration
- Learning Resources
- Customer Success Playbooks
- Knowledge Sharing Platforms
- Regular Updates
Member
AI vs CSM
- AI-Powered Customer Insights
- Automation and Personalization
- Predictive Analytics
- AI and CSM Collaboration
- Chatbots and Virtual Assistants
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Customer Data and Metrics:
- Usage Analytics
- Health Scorecards
- Customer Success Metrics
- Customer Engagement Analytics
- Feedback Loop Mechanisms
Leaders Ressources
CS Leadership Foundations
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- Evolving Landscape
- Strategic Thinking
- Communication
- Finding your values
- Avoid growing pains
- Not all skills are created equal
- Setting your team up for success
Build Your CS Team
- Recruit Top Talent
- Onboard & Culture
- Team management
- Measure Performance
Customer Journey
- Map & Segment
- Success Plans
- Data Analysis
Retention & Growth
- Customer Lifetime Value (CLV) Analysis
- Churn Management Strategies
- Customer Success Initiatives
Coach & Lead
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- Coaching Frameworks
- Delegation
- Performance Management
Cross-Functional
- Collaboration Strategies
- Negotiation
- Stakeholder Management
- Enable CSM team
- Build Internal Projects
Growth Mindset
- Goal Setting
- Skill Development
- Build Your Network
Future of CS
- Emerging Tech
- Industry Trends
- Innovation Strategies
We will increase
your sales threefold
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347
Ratings
213
Sales of projects
70k+
Happy customers
$22M
Total investments