Overview
Value of This Blueprint
As someone who partners closely with Customer Success or other customer-facing roles, it can be difficult to get on a call or engage with little context, especially if the customer is frustrated. This Blueprint helps prepare you for what to expect from the customer and gives you an opportunity to build empathy and goodwill with the customer by understanding their challenges and pain points in a quick, easily consumable format.
High-Level Strategy
This Custom Summary is tailored for team members that periodically join customer calls (such as Product or Leadership) and offers high level insight into:
- Levels of enthusiasm
- Resistance & adoption
- Opportunities to win them over
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?
