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LinkedIn Learning

Engagement Evaluation Best Practices for Customer Success Management

via LinkedIn Learning

Overview

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Learn how to evaluate your work as a CSM—and customer engagement overall—to determine what went well and what didn’t, as well as how to use this to improve future performance.

Syllabus

1. The Engagement Evaluation Process
  • Overview
  • The importance of engagement evaluation, part one
  • The importance of engagement evaluation, part two
  • The executive business review (EBR)
  • Executive business review best practice
  • The customer success roadmap

Taught by

PracticalCSM

Reviews

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