Overview
Value of This Blueprint
An effective handoff from implementation or quick start to the Customer Success Team is vital for the long-term success of the customer. This is often where context is lost, and it's your chance to make a solid first impression on your customer that just made a heavy investment into your tools and processes. It is vital that you're able to provide a smooth experience at this point in their customer journey. This Blueprint gathers all of the key pieces of information you'll need to set up your customer for success as their partner.
High-Level Strategy
This Custom Summary is tailored for team members that are responsible for a smooth transition from Implementation to Customer Success or Account Management, offering high level insight into:
- Key onboarding milestones & quick wins
- Hurdles & challenges encountered
- Outstanding issues & escalations
- First-meeting priorities for the CSM
- Suggested next steps to ensure success
Technical Guidance
Requires the purchase of the AI+ add-on for access to Custom Summaries.
What’s Included in This Blueprint
- AI Custom Summary
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