Context
To ensure clear understanding and collaboration across Sales, Customer Success (CS), and Customer Experience (CX), we've developed comprehensive talk tracks. These resources aim to address potential confusion and inconsistencies in communication by providing clear and consistent messaging for all teams.
Our talk tracks emphasise key terms and phrases that hold significant meaning within our customer interactions. For example, instead of "dedicated CSM," we encourage the use of "allocated CSM" to accurately reflect the resource's specific role and responsibilities.
Talk Track
VERSION 1: MEDIUM (Standard Conversation)
Pillars: Effortless, Customer & Talent Experience, Transparency
Perspective: Talking About Another Team Your Account Executive will support you throughout the evaluation phase and ensure your onboarding experience starts smoothly. They will initiate the onboarding of your first talents and then provide a warm handover to your allocated Customer Success Manager. The CSM will run a structured kick off call to bring clarity to the process. The AE remains involved for the first 90 days to support your transition and maintain a seamless customer experience.
Perspective: Talking About Yourself As your Account Executive, I will guide you through each stage of the evaluation process and initiate the onboarding of your first talents to give you an effortless start. I will then make a warm handover to your allocated Customer Success Manager, who will lead a clear and structured kick off call. I will remain involved for the first 90 days to ensure your transition stays smooth and transparent.
VERSION 2: LONG (Full Narrative)
Pillars: Effortless, Customer & Talent Experience, Transparency
Perspective: Talking About Another Team Your Account Executive will be your primary contact throughout the evaluation period, keeping everything organised, transparent and easy to navigate. They will initiate the onboarding of your first talents to ensure your hiring journey begins smoothly and without unnecessary effort on your side. Once you reach the onboarding phase, the AE will carry out a warm and structured handover to your allocated Customer Success Manager. The CSM will then lead a detailed kick off call to provide complete clarity around your setup, expectations and next steps.
What makes this experience seamless is the continuity of support. For the first 90 days, your AE remains available while your CSM takes the lead. This overlap gives you stability, protects the experience for your team and keeps communication simple and predictable. Our goal is to make your transition into WorkMotion effortless for both you and your talent.
Perspective: Talking About Yourself As your Account Executive, I will stay closely involved throughout your evaluation journey, ensuring everything feels clear and straightforward. I will initiate the onboarding of your first talents so your setup starts on the right foot. When the time is right, I will provide a warm handover to your allocated Customer Success Manager, who will carry out a comprehensive kick off call to establish full clarity around your onboarding, timelines and next steps.
I remain available for the first 90 days so you benefit from continuity and a familiar guide as your CSM leads your ongoing experience. This joint support ensures your transition is smooth, effortless and positive for your entire team from day one.