Matik’s Post

🗓️ ✨ The beginning of the year is the perfect opportunity for CSMs to strengthen relationships and set the tone for a year of meaningful engagement. By focusing on key email touchpoints, you can drive customer success and showcase the value you bring as a strategic partner. ⬇️ Here are some impactful email touchpoints to include as you begin the year: Usage Recommendations Why it’s important: Re-engage customers by offering tailored suggestions to unlock more value from your product. Highlight underutilized features to help them start the year strong! Frequency: Monthly Data Used: Product usage and recommendations Monthly Check-In Why it’s important: January is the perfect time to reflect on progress and set expectations. Showcase usage, ROI, and personalized recommendations to maintain trust. Frequency: Monthly Data Used: Product usage, ROI, and recommendations Product Newsletter Why it’s important: Ensure your customers are aware of new features or updates released in the last quarter. A timely newsletter sets them up for success right away. Frequency: Quarterly Data Used: Product usage QBR One-Pager Why it’s important: Provide a year end recap or start of year overview that highlights ROI, benchmarks, and clear action steps to maximize success moving forward. Frequency: Quarterly Data Used: Product usage, ROI, benchmarking, and recommendations Effective communication drives trust, engagement, and results. These touchpoints aren’t just about check-ins—they’re about providing valuable insights, building stronger relationships, and showcasing the impact of your partnership. #customersuccess #csm #revenueoperations #revops

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