CSM Practice - The Customer Success Podcast Preparing for your CUSTOMER WELCOME CALL
In customer success, the ability to build impactful relationships with new customers can make a huge difference for a CSM.
This podcast episode will help you do just that!
The first call with new customers is one of the most important meetings a CSM will ever make.
While not all customer welcome calls will be conducted in the same way, there are some things that a CSM can do to help establish a strong connection with a new customer right off the bat.
The good news?! In this podcast episode, Sophie Kelly, Sophie Kelly, Global GTM Manager Enablement at Box, shares her customer welcome call playbook to ensure you nail that conversation too.
In this episode, Sophie shares:
- What you need to know before engaging with new customers
- The different “personas” you might encounter when dealing with new accounts
- How to begin a meaningful discussion with new customers through a conversation hook
Listen to the full episode now!
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
📑 Blog: How to Set Your Kick-off Meetings Up for Success
https://bit.ly/49RdVzO
📑 Blog: Importance of Customer Communication for Customer Success
https://bit.ly/3HAtU9h
🎥 Video: The Customer ONBOARDING Maturity Model
https://youtu.be/dS7ILGSNsio
🎥 Video: What CSMs Should Know About Their CUSTOMERS
https://youtu.be/Mictf11OdRo
⏬ Infographic: How to Write a Great Onboarding Kick Off Invitation Email
https://bit.ly/3wxXmKJ
👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.
2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.
3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.
📌 Visit our Website - CSM Practice