How to transition customers to a new CSM in 4 steps
ChurnZero
MARCH 25, 2022
But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Debrief internally and schedule a future leadership touchpoint. The show must go on.
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