Overview
Value of This Blueprint
Restructuring your book of business is common practice in the world of Customer Success, and it also marks another important moment in your customer experience. Your team has put so much effort into building the personal and professional relationships with the customer - something that can be fragile if the handoff is not handled properly. We created this Blueprint, inspired by Triptease, who used a similar Custom Summary to support their CSM to CSM handoffs and set up the new team members for success.
High-Level Strategy
This Custom Summary is tailored for Customer Success Managers that are transitioning off of an account and want to set up their next colleague for success. This summary offers deep insight into:
- Quick summary for new CSM
- Overview & general context
- Product & usage summary
- Performance highlights & value story
- Risks & challenges
- Sentiment & relationship evaluation
- Strategic priorities & active initiatives
- Upcoming opportunities
Technical Guidance
Requires the purchase of the AI+ add-on for access to Custom Summaries.
What’s Included in This Blueprint
- AI Custom Summary
Ready to Scale Your Customer Success?
