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.

In this episode, we’re talking about something super important—testimonials!

These are nice things customers say about your product, and they’re a secret weapon for morale and growth 🚀

Testimonials aren’t just great for marketing, but they also make your team feel awesome. But let’s be real… it’s hard to keep track of them when we’re super busy!

We’ll show you how to catch those golden moments of praise, share them with your marketing and product teams, and even ask customers if you can share their feedback. Let’s make sure those happy words don’t go unnoticed!

Here is the text-based version of this podcast.

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.

Feature requests are super important for keeping customers happy, but they can be tricky to capture and log quickly.

In this episode, we talk about how Oggam.ai helps customer success teams easily grab feature requests from conversations and log them into Jira without delay. No more missing out on what customers really want.

We’ll show you how to use AI to make sure feature requests are sent to the product team, so they can prioritize new features and keep customers coming back. Tune in to learn how this can make everyone’s job easier.

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.

Ever get a survey when you're super busy? In this episode, we talk about how Oggam.ai uses AI to make those surveys better. Instead of random questions, they ask at the perfect time—like right after you talk to customer service.

Plus, they make the surveys personal, so it feels like the company really listened. Tune in to learn how this cool tool helps companies get real feedback and make customers happier!

Full page and copyable prompts on here

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.

Prevention over cure.

Churn is the silent killer of customer relationships, but it doesn’t have to be. In this episode, we dive into why churn happens—not just from low product usage but from the little things, like missed follow-ups on feature requests or unresolved bugs. We'll walk through a step-by-step process to identify early signs of churn, gather actionable insights from customer conversations, and ensure your team stays ahead of potential issues.

We'll break down the Job to be Done for Churn: how to detect dissatisfaction early, act fast, and prevent customers from leaving before it's too late. Tune in for practical steps like gathering sentiment, reporting bugs to your product team, and following up to keep customers in the loop.

What is Oggam.ai?? A secret weapon?

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.

Welcome to Growing Success!

In this episode, we're kicking off the "50 Days of Jobs to Be Done" series, diving into real-world challenges customer success teams face every day.

Whether you use Oggam or not, this series will give you practical insights to level up your customer success game.

Plus, we’ll balance it with industry best practices and invite guest speakers to share their tips.

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.