How to transition customers to a new CSM in 4 steps
ChurnZero
MARCH 25, 2022
Have you ever dealt with onboarding a new CSM to your team or having a tenured CSM leave your team — or both at once? It’s in these situations, you wish you could just hit pause until you sort it all out. But alas, time — and customer accounts — waits for no one. The show must go on. 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.
Let's personalize your content