August 16, 2021

CSMs: Set Your Week for Success

CSMs: Set Your Week for Success

New mobile apps to keep an eye on

Auctor purus, aliquet risus tincidunt erat nulla sed quam blandit mattis id gravida elementum, amet id libero nibh urna nisi sit sed. Velit enim at purus arcu sed ac. Viverra maecenas id netus euismod phasellus et tempus rutrum tellus nisi, amet porttitor facilisis aenean faucibus eu nec pellentesque id. Volutpat, pellentesque cursus sit at ut a imperdiet duis turpis duis ultrices gravida at aenean amet mattis sed aliquam augue nisl cras suscipit.

  1. Commodo scelerisque convallis placerat venenatis et enim ullamcorper eros.
  2. Proin cursus tellus iaculis arcu quam egestas enim volutpat suspendisse
  3. Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis

What new social media mobile apps are available in 2022?

At elit elementum consectetur interdum venenatis et id vestibulum id imperdiet elit urna sed vulputate bibendum aliquam. Tristique lectus tellus amet, mauris lorem venenatis vulputate morbi condimentum felis et lobortis urna amet odio leo tincidunt semper sed bibendum metus, malesuada scelerisque laoreet risus duis.

Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis

Use new social media apps as marketing funnels

Ullamcorper pellentesque a ultrices maecenas fermentum neque eget. Habitant cum esat ornare sed. Tristique semper est diam mattis elit. Viverra adipiscing vulputate nibh neque at. Adipiscing tempus id sed arcu accumsan ullamcorper dignissim pulvinar ullamcorper urna, habitasse. Lectus scelerisque euismod risus tristique nullam elementum diam libero sit sed diam rhoncus, accumsan proin amet eu nunc vel turpis eu orci sit fames.

  • Eget velit tristique magna convallis orci pellentesque amet non aenean diam
  • Duis vitae a cras morbi  volutpat et nunc at accumsan ullamcorper enim
  • Neque, amet urna lacus tempor, dolor lorem pulvinar quis lacus adipiscing
  • Cursus aliquam pharetra amet vehicula elit lectus vivamus orci morbi sollicitudin
“Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis, dignissim pulvinar ullamcorper”
Try out Twitter Spaces or Clubhouse on iPhone

Nisi in sem ipsum fermentum massa quisque cursus risus sociis sit massa suspendisse. Neque vulputate sed purus, dui sit diam praesent ullamcorper at in non dignissim iaculis velit nibh eu vitae. Bibendum euismod ipsum euismod urna vestibulum ut ligula. In faucibus egestas  dui integer tempor feugiat lorem venenatis sollicitudin quis ultrices cras feugiat iaculis eget.

Try out Twitter Spaces or Clubhouse on iPhone

Id ac imperdiet est eget justo viverra nunc faucibus tempus tempus porttitor commodo sodales sed tellus eu donec enim. Lectus eu viverra ullamcorper ultricies et lacinia nisl ut at aliquet lacus blandit dui arcu at in id amet orci egestas commodo sagittis in. Vel risus magna nibh elementum pellentesque feugiat netus sit donec tellus nunc gravida feugiat nullam dignissim rutrum lacus felis morbi nisi interdum tincidunt. Vestibulum pellentesque cursus magna pulvinar est at quis nisi nam et sed in hac quis vulputate vitae in et sit. Interdum etiam nulla lorem lorem feugiat cursus etiam massa facilisi ut.

Juggling the day-to-day responsibilities of a customer success manager can be overwhelming at times. It can be hard to know where to focus between serving as the main point of contact between customers and the rest of your business and managing all of the minute details of implementation and ongoing projects.

While focusing on the ins and outs of customer success strategy can allow CSMs to grip their weekly to-do lists better, sometimes it helps to go back to basics. The foundation of good corporate planning starts with setting your week up for success, clearing your head, and planning.

How to set your week up for success

As many know already, having a productive Monday is critical to set the rest of your week up for success. Your customers are also coming off of hectic weekends, which means they’re all over the place as well. By setting your schedule straight and planning

Here’s how you can set your week up for success by jump-starting your Monday:

1. Prepare!

Depending on the number of customers you’re managing and the level of engagement they require, you could be facing a full calendar of customer check-is and meetings. Preparation is key to keeping your customers and meetings straight throughout the week. It’s a good idea to use color-coding on your calendar to distinguish between different customers and even internal meetings.

Additionally, if you have set up a meeting with a customer, make sure you send out an agenda before the meeting starts, so others have a chance to prepare as well. This also gives your attendees the ability to confirm attendance.

2. Make a list.

From all of your meetings the previous week, you most likely have a to-do list chock full of action items to take care of. While you hopefully made a good dent in the list last week, it’s a wise practice to go through your to-do’s and identify any immediate action items for the week. Identify your priorities, customer requests, and even internal initiatives that require your attention this week. You truly only have a set number of hours in the week, so it’s essential to be critical about how you spend your time, and prioritizing can help you focus on what will make an impact.

3. Review the data.

Your CSM team collects a myriad of customer data to help ensure you’re making the right strategic decisions. Use this information to help inform your weekly priorities and areas of focus. Every Monday, spend some time looking at your customer health dashboards and reports. Are there any red flags or significant changes? Is there a critical renewal or upsell coming up? These numbers can help uncover action items to bring up with customers or internal initiatives that require follow-up.

4. Build in extra time.

Often, CSMs fall into the trap of back-to-back (to back) customer meetings throughout the week, which leaves little time for actually working on the strategic initiatives and action items you need to focus on. Block off time on your calendar to get things done for customers. This can be especially helpful if you’re managing multiple high-touch customers, and you can use your blocked-off time to switch gears and mentally prepare for your upcoming meetings.

How is your team setting your week up for success?

Maybe you have a team-wide weekly kick-off call to get CSMs ready for the week. Maybe your CSMs have weekly check-ins with customers on Mondays to open up any discussion items or the week. However, your team managers customers, making the most of your Mondays can help get ahead of customer needs and stay on top of ongoing projects.

You can learn more about planning for customer success with these additional resources:

Ready to Get Started?
Request Your ClientSuccess Demo
Get started
Subscribe to our newsletter


Thank you! We have received your submission.