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Impact Weekly

Efficiency Hacks for CSMs: Practical Productivity Ideas

Apr 19, 2024
34:28

ON TODAY'S EPISODE:
In today’s episode of Impact Weekly, Johan and Lincoln explore the concept of productivity in the realm of customer success. They debunk the idea of "hacks" as mere shortcuts and delve into substantive strategies that can genuinely enhance productivity for Customer Success Managers (CSMs).

THIS WEEK'S QUESTION:
“What are your favorite customer success hacks for staying productive throughout the day?”

TOPICS BEING ADDRESSED:

  • Analyzing and improving day-to-day efficiency in customer success roles.
  • Understanding and managing personal energy levels for optimal productivity.
  • Leveraging technology and structured strategies to boost efficiency.

QUOTES:
Lincoln Murphy (12:43): “If you're really just putting all of your effort into becoming more efficient, you may start to notice some things slipping.”

Johan Nilsson (15:37): “It’s important to bring up things that are outside your control and manage expectations realistically."

Lincoln Murphy (18:02): “Code-switching adds significant mental overhead. Grouping similar tasks or customer types can reduce that strain.”

Johan Nilsson (21:15): “Owning your calendar and managing your inbox are crucial for maintaining control over your day.”

Lincoln Murphy (25:58): “Align your tasks with your peak energy times to maximize your productivity.”

Do you want more of this? Check out Impact Academy for interactive Customer Success training programs. https://www.impactdemy.com/

Do you have a question you want us to answer? Submit it
here.

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