| CSM | AM / AD |
ONBOARD Deliver first value Get first use case published | | |
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| - ⭐ Lead Onboard Value Review
- Establish appropriate cadence of communication with stakeholder
- Ensure stakeholder remains engaged / is consulted when plans are off track
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ADOPT Deliver full value Optimise use of existing functionality | 📞 Hold monthly meetings Map users by team + identify focus users Identify focus users Get all users onboarded + monitor adoption Get all purchased functionality in place + monitor adoption Analytics + personalization + integrations
Implement plans to increase usage as required
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| - ⭐ Host Adopt Value Review
- Gather value stories
- Help to define next steps
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NURTURE Deliver repeated value Grow use of Turtl and create groundswell for upsell opportunities | 📞 Hold monthly meetings Maintain health of account Implement plans to increase usage when required Encourage exploration of new use cases Encourage exploration of new functionality Encourage upsells wherever possible - Identify possible candidates for case studies
| |
| - ⭐ Host Value Reviews
- Gather value stories
- Help to define next steps
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AMPLIFY Deliver repeated value and drive significant upsell Centralise use of Turtl | - All Nurture activities +
- Suggest shareable campaigns for upsell campaigns
| |
| - ⭐ Host Value Reviews
- Gather value stories
- Help to define next steps
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