There are many tactics you can use as a CSM to get in front of execs.

But there's one that helps more than anything...

Nailing the introduction.

How the CSM is introduced matters, because first impressions matter.

Instead of introductions after go-live.. by the implementation consultant or PM.. how an intro directly to the exec sponsor by the sales rep who closed the deal?

Customer success managers aren't meant to be reactive roles, but so often we are undermining their ability to play a strategic account role right from the start.

How are you handling CSM intros.. anyone willing to share? 👇

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