As CSMs we have tons of calls, and tons of follow-up emails to do. Some tools allow us to use “the template” which makes that job a bit easier, but really it provides no value to our customer.

The whole point of following-up is not only to follow the guide of the Gentleman (This doesn’t exist) but really to make sure the customer knows we’re paying attention, and that we’re following through on all the things we said during our call.

Even though follow-up emails should be sent right after your call, sometimes it might take a few days before we get to it — And a few days is enough (at least for me) to cloud my memories with distant images of zoom calls after zoom call.

That’s why Oggam.ai is so valuable to me because it composes my follows based on how I speak, as well as based on the conversation.

Full prompts and details: https://oggam.notion.site/Day-7-Follow-up-emails-10ad3ba790b98030a331ea336368731c?pvs=4

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.

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.

This episode explores practical strategies for Customer Success Managers (CSMs) to stay organised and effectively manage customer follow-ups, drawing insights from a blog post on utilising Slack reminders.

The full prompt, content and video is available here emphasises the importance of timely follow-ups in ensuring customer satisfaction.

It highlights the challenge of staying on top of tasks amidst a busy schedule and proposes using Slack reminders as a solution.

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.