Hope everyone’s weekend is off to a good start.

Happy to say I just landed a new role as a CSM in a SaaS startup that provides an end to end CRM tool for a niche market with a focus on Digital Marketing.

Does anyone have any documentation or anything like a 30/60/90 day plan they can point me to? I want to ensure I’m doing all I can to be succeed in this role. I want to make a lasting impression and do well by not dropping the ball. Any advice, suggestions, tips/tricks are all appreciated 🙏

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Very exciting! I would take time to focus on what key clients the company has, and talking to other CSMs about what the expectations are, how these conversations usually go etc. Every place has their own approach...I would hit the ground running there and then start to think about documentation etc


DM me I have a 30-60-90 in my portfolio that I use 🙂


Thank you all for your help, I’ll be sure to check out these resources.

You all rock! Love to see the resources and help provided!

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