• Day 6 of 50: Personal customer success plans

  • Oct 4 2024
  • Length: 7 mins
  • Podcast

Day 6 of 50: Personal customer success plans

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  • Summary

  • As Customer Success Managers (CSMs), it’s important to create personalized action plans based on what customers share during calls. But with so much information, it’s easy to miss key details, which can cause problems later. That's where Oggam.ai can help! In seconds, it turns long conversations into clear action plans, so you can stay organized and aligned with your customer.

    In this episode, we’ll show you how to use a simple AI prompt to generate a detailed action plan based on your customer calls. We’ll walk through each step—from identifying goals to sharing the plan in HubSpot and email.

    This episode was brought to you by Oggam.ai. To get access to prompts and techniques discussed during this podcast, head over to 50 days of jobs to be done: CSM edition.
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