ClearPath Conversations

02 - The First 90 Days: A CSM's Real Roadmap


Listen Later

Starting as a Customer Success Manager can feel overwhelming. In this episode of ClearPath Conversations, Mark Bernardin lays out a practical 90-day roadmap to help new CSMs hit the ground running. Learn how to align with leadership, organize your customer portfolio, and deliver value in those first critical touchpoints that shape long-term success.

For a deeper dive on the topic, grab Mark’s book CSM Bootcamp: Your 90-Day Onboarding Manual - your complete playbook with templates, frameworks, and real-world guidance to master your first three months in the role.

...more
View all episodesView all episodes
Download on the App Store

ClearPath ConversationsBy ClearPath CX