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Preparing for your CUSTOMER WELCOME CALL

Preparing for your CUSTOMER WELCOME CALL

FromCSM Practice - The Customer Success Podcast


Preparing for your CUSTOMER WELCOME CALL

FromCSM Practice - The Customer Success Podcast

ratings:
Length:
19 minutes
Released:
Dec 9, 2022
Format:
Podcast episode

Description

In customer success, the ability to build impactful relationships with new customers can make a huge difference for a CSM.  This podcast episode will help you do just that! The first call with new customers is one of the most important meetings a CSM will ever make.  While not all customer welcome calls will be conducted in the same way, there are some things that a CSM can do to help establish a strong connection with a new customer right off the bat. The good news?! In this podcast episode, Sophie Kelly, Sophie Kelly, Global GTM Manager Enablement at Box, shares her customer welcome call playbook to ensure you nail that conversation too. In this episode, Sophie shares:What you need to know before engaging with new customersThe different “personas” you might encounter when dealing with new accountsHow to begin a meaningful discussion with new customers through a conversation hook'Listen to the full episode now!◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources? Blog: How to Set Your Kick-off Meetings Up for Successhttps://www.csmpractice.com/kick-off-meeting? Blog: Importance of Customer Communication for Customer Successhttps://www.csmpractice.com/customer-communication-for-customer-success? Video: The Customer ONBOARDING Maturity Modelhttps://www.youtube.com/watch?v=dS7ILGSNsio? Video: What CSMs Should Know About Their CUSTOMERShttps://www.youtube.com/watch?v=Mictf11OdRo⏬ Infographic: How to Write a Great Onboarding Kick Off Invitation Emailhttps://www.csmpractice.com/kickoff-email◾️◽️◾️◽️◾️◽️◾️◽️? Visit our Website - CSM Practice? Subscribe to our YouTube Channel? Sign up for our Newsletter? Download Templates and InfographicsThanks for listening!
Released:
Dec 9, 2022
Format:
Podcast episode

Titles in the series (81)

Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!