All materials for individual use only. Please contact info@csmconcierge.com for team pricing!
When transitioning an account to a new CSM, it’s important to help them get up to speed as quickly as possible. Use this template to summarize the most important information. It includes an explanation of each section and a “real world” example to help you put it into practice quicker.
When transitioning an account to a new CSM, it’s important to help them get up to speed as quickly as possible. Use this template to summarize the most important information. It includes an explanation of each section and a “real world” example to help you put it into practice quicker.
All materials for individual use only. Please contact info@csmconcierge.com for team pricing!