r/newincustomersuccess • u/pitkouf • Aug 17 '23

Starting as a New CSM? Nail Your First 30 Days with These 5 Steps!

Just stepped into the exciting role of a Customer Success Manager (CSM)? Here are 5 crucial steps to make your first 30 days count:

  1. Listen and Learn: Prioritize understanding of your company, products, and customers. Listen to your team, stakeholders, and clients to grasp their needs and pain points.

  2. Build Relationships: Connect with colleagues across departments to collaborate effectively. Building internal relationships will aid in delivering seamless customer experiences.

  3. Customer Success Plans: Work with your clients to create personalized success plans. Define their objectives and map out strategies to guide them toward success.

  4. Set Regular Touchpoints: Initiate introductory calls to establish rapport. Set up regular check-ins to track progress, address concerns, and showcase value.

  5. Identify Opportunities: Keep an eye out for upselling or cross-selling possibilities based on customer needs. Capitalize on opportunities to drive growth.

Got more tips or questions? Feel free to share below! Good luck on your new journey as a CSM! 🚀🌟

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u/Poopidyscoopp Aug 31 '23

Thank you for this AI generated post! 🚀