Overview
Value of This Blueprint
Colleagues all across your business meet with key customers, often without context and the strong relationships forged by the CSMs and other team members that meet with the customer regularly. This Blueprint empowers those team members to get up to speed quickly on the customer's needs, roadblocks, key stakeholders, and goals so that you can go in prepared and have a more productive conversation.
High-Level Strategy
This Custom Summary is tailored for members of your leadership team, offering high level insight into:
- A description of their business, Revenue, and renewal dates
- Descriptions of their key stakeholders
- Talking points for the meeting
- Other details including sentiment, product usage summary, and a summary of their goals
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?
