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In customer success, the ability to build impactful relationships with new customers can make a huge difference for a CSM.
 
This podcast episode will help you do just that!
 
The first call with new customers is one of the most important meetings a CSM will ever make.
 
While not all customer welcome calls will be conducted in the same way, there are some things that a CSM can do to help establish a strong connection with a new customer right off the bat.
 
The good news?! In this podcast episode, Sophie Kelly, Sophie Kelly, Global GTM Manager Enablement at Box, shares her customer welcome call playbook to ensure you nail that conversation too.
 
In this episode, Sophie shares:

• What you need to know before engaging with new customers
• The different “personas” you might encounter when dealing with new accounts
• How to begin a meaningful discussion with new customers through a conversation hook

Listen to the full episode now!

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Additional Resources:

📑 Blog: How to Set Your Kick-off Meetings Up for Success
https://bit.ly/49RdVzO

📑 Blog: Importance of Customer Communication for Customer Success
https://bit.ly/3HAtU9h

🎥 Video: The Customer ONBOARDING Maturity Model
https://youtu.be/dS7ILGSNsio

🎥 Video: What CSMs Should Know About Their CUSTOMERS
https://youtu.be/Mictf11OdRo

⏬ Infographic: How to Write a Great Onboarding Kick Off Invitation Email
https://bit.ly/3wxXmKJ

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