CSM Workbench

CSM Workbench, a weekly prioritization workflow for Customer Success. In this first episode, he shows how the system surfaces the top 10 accounts to focus on, then packages that weekly output into five tailored priorities delivered through email and a Google Doc.

Truong Nguyen

Builder

In this series

3 parts

Part 1

CSM Workbench Episode 1

Truong Nguyen built CSM Workbench, a weekly prioritization workflow for Customer Success. In this first episode, he shows how the system surfaces the top 10 accounts to focus on, then packages that weekly output into five tailored priorities delivered through email and a Google Doc.

Part 2

CSM Workbench Episode 2

Truong Nguyen built CSM Workbench, a weekly prioritization workflow for Customer Success. In this second episode, he extends the workbench past prioritization and into action, adding two skills that turn a flagged account into a ready-to-use exec brief and a drafted call to action.

Part 3

CSM Workbench Episode 3

Edward Suarez, a digital customer success manager on the digital CS team, built the adoption and renewal readiness dashboards inside CSM Workbench. This is Episode 3 of the CSM Workbench series, and it carries a CSM from an at-a-glance list of accounts to the full context needed for a renewal conversation.

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CSM Workbench

In this series

CSM Workbench Episode 1

CSM Workbench Episode 2

CSM Workbench Episode 3

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