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Welcome Message from Team Members + Leads + Ziad (CUSTOMER JOURNEY TOOLKIT…
Welcome Message from Team Members + Leads + Ziad
USE CASES & CASE STUDIES
USE CASES (tagged to be included in the Toollkit section - need organisation per vertical/other)
CASE STUDIES (tagged to be included in the Toolkit section - failed and wins + vertical/other organisation)
QUICKLINKS (granularity 1)
Product New Features
GDrive
CSM Build
Watch blog (for overview of clients ecosystem)
Customer Journey Space
Product Roadmap (on hold, waiting for a proper doc)
Competition (on hold till sales dpt is reorganised)
STARTER PACK & ADMINISTRATION (with welcome message + link to HR Trello & Org Chart)
CSM Daily life & organization
How to Work with international teams
Tools and how to use them (let's not forget the confluence training & slack channels)
CSM Routine & Projects Cycle (to challenge - necessary? what's in it?)
Clients Mapping per CSM
Customer Success Organisational Chart
CS Contact Points
Train Yourself on the Solution
Focus point on UXT and how to sell it
OKRs and Annual Reviews
CUSTOMER JOURNEY TOOLKIT (included: CJ Space link + SAAS UXA UXT link + timeline screenshot + clients mapping)
How to define client weathercast and handle problematic accounts
Doyods Essentials
Audits Essentials
Kick-Off Essentials
Demo Essentials
Workshops Essentials
Handover Essentials
QBR Essentials
Renewal and UpSell Essentials
Templates Library (tagging aggregation)
MEETING MINUTES
CSMs Bi-Monthly Meetings
Small Talks Link
World Synchronisation Meetings