Customer Story Cross-Teams Session Template

CS Storytime is a recurring ceremony designed to bring the voice of the customer (literally) to the GTM (Go-to-Market) Team. During each session, a different customer is spotlighted, providing an opportunity for them to share their experience with your company's service or product. To streamline this process and ensure consistency, we offer a customer success story template that guides the storytelling and presentation. The customer success meeting agenda for CS Storytime outlines the structure and key discussion points for each session, fostering engaging and productive conversations. By facilitating these cross-functional team meetings, you can strengthen collaboration and alignment among various teams while gathering valuable insights and feedback directly from customers. The customer success team meeting agenda serves as a useful template to organize and optimize these sessions, enabling you to drive customer-centric initiatives and enhance overall customer success.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Guy Rahamim

Processes & programs

Guy Rahamim a Customer Success Manager with experience leading and motivating teams across EMEA, APAC, and LATAM. With a degree in Biomedical Sciences and an MBA, he has strong analytical and project management skills. He has worked in a tech B2B company with a SAAS product and enjoys discovering new places, meeting new people, and trying new foods. In his free time, he loves reading and is an animal lover.

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CS Strotytime is a recurring ceremony where CSMs bring the voice of the customer (literally) to the GTM Team. Each session spotlights a different customer where they come and share their experience with your company's service/product.

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