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How to build a Customer Success CSM Tracker - Part 1 - Creating the spreadsheet

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How to build a Customer Success CSM Tracker - Part 1 - Creating the spreadsheet

6,431 views October 25, 2017 8:21

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ChannelJoseph Palumbo

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This is a 3-part video tutorial on how I created the Google Spreadsheet I use to manage my Customer Success team.

In this video, I build the basic structure of the spreadsheet.

You can see the finished product at docs.google.com/spreadsheets/d/12-sf570tPuF65-3…

About this tutorial

Joseph Palumbo published this 8:21 video tutorial on October 25, 2017. It has been watched 6,431 times on YouTube.

Channel: Joseph Palumbo
Category: Science & Technology
Duration: 8:21
Published: October 25, 2017
Views: 6,431
Likes: 40

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Further reading

How to Create a Customer Profile in 2020 (+ Template) fitsmallbusiness.com
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Emotions: Part of understanding your customers perspective is knowing the emotions they are feeling at different touchpoints of the journey. When prospects are researching products, they may feel anywhere from hopeful t…
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Customer Success: A guide to building better relationships with your customers. Click to learn nearly everything you'll need to know to win at customer service.

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