May Golden

CSM, get out of the hamster wheel before you burn out. ❌ Stop fire-fighting ❌ Stop with check-in calls ❌ Stop reacting to your inbox ❌ Stop taking support queries ❌ Stop ineffective repetitive tasks ❌ Stop solving for this month's number ❌ Stop emailing unresponsive contacts ❌ Stop only prioritising in-month renewals ❌ Stop manually doing what should be automated A ton of hard work. Very little to show for it. You'll never get out of the rat race if you keep working this way. Here's a different and better way of CSM-ing: ✅ Establish your customers' expected outcomes ✅ Build a Success Plan from day one ✅ Ensure they have the right set-up ✅ Hold customers accountable ✅ Report on and share results ✅ Ask if they intend to renew ✅ Monitor leading indicators ✅ Pick up the phone ✅ Multi-thread Proactive, strategic and consultative. 1000x better. If reading this makes you feel ashamed because you don't know where to start or overwhelmed because your current work situation is too chaotic to create the time for this, you're not alone. Thousands of CSMs feel exactly the same way. I know what you're thinking: -> You can't afford to stop right now -> You don't have time to make changes -> You only need to weather the storm and things will get better I've been there too. But these are the excuses that are holding you back. Nobody is coming to save you. You need to save yourself. So here's my advice: 🛑 Stop everything 🛑 Book 2 days "OOO" in your calendar. And do these 3 exercises: 1- Create a Calendar Blueprint: Set up a separate calendar from your current one. You'll use this to design a new calendar blueprint for yourself. You should add every single thing you need to do proactively in this calendar, it's the baseline for you to start changing the make-up of your working day. 📆 I'll link the one I designed for CSMs in the comments. 2- Book of Business Review: Do a full review of your customers and place them into one of the 4 buckets of priority. This way you can decide which customers to pay attention to and which ones to de-prioritise at this time. 🧰 Engagement prioritisation framework linked in the comments. 3- Calendar Planning Book or delete meetings based on customers you need to prioritise over the coming 6-8 weeks. Craft unique messages to send to these customers with compelling reasons why they should attend. 🤖 Use the T.A.V.U method I shared in the newsletter a few weeks ago + ChatGPT can help you be efficient here. Do these 3 things and I promise you that you'll: - get better results - transform your work-life - improve your mental health Create the space. 📥 If you're interested in improving your Customer Success skills, consider joining 10k+ CS Professionals who read my weekly newsletter on how to build and scale a CS Team [sign up in the comments section]. #csm #customersuccess #customerexperience #revops #saas

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