CSM Guides
Free CS Guides To Help Elevate Your Practice
I get a lot of emails and messages asking ‘how to’ questions relating to customer success. So I decided to publish guides that cover some of what I’ve learned over time.
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CSM Skill Practice Plan
This plan includes some of the key CSM skills, with examples of drills that will help you develop. Following this plan will help you get 1% better everyday.
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CSM Manager Skills Matrix
If you are a #CSM and have no management experience, it can seem nearly impossible to move into a manager role. This simple template helps you get started.
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CSM Calendar Blueprint
As a #CSM, how can you fit everything you need to do in one week? The only way to do it is to get hyper-organised, plan your weeks intentionally and work smart.