Context
Presenting CSM role to accounts starting with 1-3 Talents.
Talk Track
VERSION 1: Structured Onboarding to Scalable Growth Focus
Pillars: Customer Experience, Trust, Effortless
The first 90 days are highly structured and hands-on. Your CSM ensures that you are fully supported during this time and that your journey starts on a positive note. They lead onboarding, guide you through key milestones, and run educational sessions to ensure everything is set up correctly from day one.
Once you are fully operational, they shift focus to monitoring hiring signals, usage patterns, and expansion opportunities, stepping in with clear, timely guidance when it adds value.
VERSION 2: Proactive Foundation, Data-Led Continuity Focus
Pillars: Trust, Transparency, Customer Experience
We place strong emphasis on getting the foundation right. In the first 90 days, your CSM is actively involved, ensuring onboarding success, guiding early decisions, and embedding the right ways of working.
From there, they continue to oversee your account through a data-led approach, monitoring usage and expansion signals and engaging at the right moments to support growth and long-term success.