CSM Transition

Transition a customer to a new CSM.

Overview

Transition a customer to a new CSM.

  • Playbooks that drive towards introducing new CSM, creating a milestone to track dates of transition, and aligning on objectives/success criteria.
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Included Assets

  • Playbooks (1) – Transition a customer to a new CSM – includes introduction, milestones to track dates, and aligning on objectives