CSM Mastermind: Developing Personal Playbooks

When:  Sep 22, 2021 from 14:00 to 16:00 (ET)
The purpose of a playbook is to build a scalable process, both for yourself or for your Customer Success team. A predictable, repeatable approach to driving customer success. Playbooks are frameworks that include the set of steps that should be taken to achieve a desired objective. A playbook acts as a guide and/or “quality control” to help ensure that a process will be carried out in the same manner each time and each step of a process is met. It helps you improve your efficiency and accountability. It doesn’t mean everyone needs to be robotic and do/say the exact same thing. But these are the things that must be done in order to achieve a set of objectives.

You can have playbooks for many different types of processes, whether they are formal/informal, customer-led or personal.

Join this live online event as we ask three Customer Success pros to share their experience with developing playbooks and best practices for doing so.

During this online event, the panelists will discuss:
Why you need playbooks for Customer Success

What types of playbooks are used most often

The general process for creating a playbook and where you should start

Important elements to include in a playbook

Why it is important to track and report on a playbook’s performance

Join us online on September 22 at 11AM PT / 2PM ET as we ask three Customer Success professionals to discuss developing personal playbooks.

Register now to save your spot!