9min chapter

CSM Practice - The Customer Success Podcast cover image

How to Become a Value-Driven CSM

CSM Practice - The Customer Success Podcast

CHAPTER

Structured Success in Client Meetings

This chapter explores effective preparation for client meetings in customer success management through the use of templates outlining business objectives and strategies. It advocates for a collaborative approach, emphasizing tailored success plans and discovery calls to identify and deliver client value. Key practices include implementing organizational success plans and continual communication improvement through simulations and call reviews.

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