Mastering Your "Firsts" as a CSM

Mastering Your "Firsts"  as a CSM

🎉 Congratulations! You've just landed your first job as a Customer Success Manager (CSM). 🥳

As a seasoned CS leader, I know that starting out in this role can be exciting, but also a bit overwhelming. That's why I'm here to share my first-hand experiences and provide some fun and engaging tips to help you succeed as a Junior CSM.

📞 Your First Customer Outreach

One of the most important things you'll do as a CSM is to reach out to your customers. This can be nerve-wracking, but it's also an exciting opportunity to start building a long-term relationship with your customer. Here are some fun and engaging tips to make that first outreach a success:

👋 Be friendly and personable: Introduce yourself with a smile and show genuine interest in your customer's business and goals. For example, if your customer is in the restaurant industry, you might start the conversation by asking about their menu or their most popular dish. This will help to break the ice and establish a personal connection with your customer.

🗣️ Ask open-ended questions: Encourage your customer to share their thoughts, ideas, and concerns. This will help you understand their needs and how you can best support them. For example, you might ask your customer about their biggest challenge in running their business or what they hope to achieve in the next year. This will help you to identify how you can help them achieve their goals.

📱 Follow up promptly: If your customer has a question or concern, respond promptly. This will show that you're committed to their success and help build trust. For example, if your customer emails you with a question, try to respond within a few hours. This will demonstrate that you're attentive and reliable, and it will help to establish a strong working relationship with your customer.

🚀 Your First Onboarding

Onboarding is your chance to demonstrate the value of your product or service and set the stage for a long-term relationship with your customer. Here are some fun and engaging tips to make your onboarding process a success:

👩‍💻 Be clear and concise: Provide your customer with easy-to-follow instructions and information about your product or service. Make sure they understand what they need to do to get started. For example, you might create a step-by-step guide that walks your customer through the onboarding process, complete with screenshots and video tutorials.

👥 Set expectations: Let your customer know what they can expect from you and your team during the onboarding process. This will help manage their expectations and reduce any potential frustrations. For example, you might send your customer a welcome email that outlines the onboarding process and provides an estimated timeline for completion.

💬 Customize the process: Every customer is unique, and their onboarding process should reflect that. Customize the process to meet your customer's specific needs and goals. For example, if your customer is a small business owner, you might offer a one-on-one onboarding call to walk them through the process and answer any questions they may have.

💔 Your First Churn

Unfortunately, not every customer will stay with you forever. Churn is when a customer decides to stop using your product or service. It's important to understand why a customer churns so that you can learn from the experience and improve your offering. Here are some fun and engaging tips to help you manage churn:

👍 Be proactive: Keep an eye on customer behavior and look for signs that a customer may be considering leaving. Reach out to them and see if there's anything you can do to help. For example, if you notice that a customer has stopped using a particular feature, you might reach out to them and offer some tips on how to use it more effectively.

📈 Analyze the data: Look at the data to determine why a customer may have churned. This can help you identify patterns and potential areas for improvement. For example, you might analyze customer feedback to determine if there are common issues that need to be addressed.

👂 Listen to feedback: Reach out to the customer and listen to their feedback. This can provide valuable insight into what went wrong and how you can improve your offering. For example, you might ask the customer what they didn't like about your product or service and how you can improve it.

🙌 Celebrate successes: Finally, don't forget to celebrate your successes! When a customer achieves their goals or sees results from your product or service, celebrate with them. This will help build a sense of community and loyalty. For example, you might send a congratulatory email or even a small gift to show your appreciation.

🫶 Steal These Templates


Subject: Let's Get This Party Started! 🎉

Hi [Customer Name]!

I hope this email finds you well and that you're as excited as I am to get started with your onboarding process! I'm [Your Name], your Customer Success Manager, and I'm thrilled to be working with you to achieve your business goals.

We're going to have so much fun getting you up and running with our product/service! In fact, I've put together a little checklist of things we'll be covering in the coming days:

✅ Account setup and customization

✅ Key features overview

✅ Best practices for success

✅ Tips and tricks to save time and increase efficiency

✅ How to access our support team

We'll be working together to tailor your experience to your unique needs and goals, so please don't hesitate to let me know if there's anything else you'd like to cover during the onboarding process.

And let's be real, who said onboarding has to be boring? We'll be adding our own personal touches to make sure this is a fun and engaging experience for you. Maybe we'll throw in a little dance break or two, who knows? 😉

So what do you say, [Customer Name]? Are you ready to get started and kick off this party? Let me know when you're available for our first call, and we'll get the ball rolling.

Can't wait to chat with you soon!


[Your Name]


Subject: We Miss You! 😔

Hi [Customer Name],

I hope this email finds you well. I'm [Your Name], your former Customer Success Manager, and I'm reaching out to you today because we noticed that you've recently churned from our product/service.

We're sad to see you go, and we'd love to hear more about your experience and how we can improve.

We value all of our customers, past and present, and we want to make sure that we're always providing the best possible experience. We understand that there may have been some challenges or issues that led to your decision to leave, and we'd love to learn more about those so that we can address them and improve for the future.

Additionally, I want to thank you for being a part of our community and for choosing our product/service. It was truly a pleasure working with you and helping you achieve your business goals. 🤝

If you're open to it, I'd love to schedule a quick call to discuss your experience and feedback in more detail. Our team is committed to listening to our customers and making improvements based on their needs, so your insights would be incredibly valuable. 🙏

Thanks again for your time, [Customer Name]. We wish you all the best in your future endeavors, and please don't hesitate to reach out if there's anything we can do to assist you in the future. 🌟


[Your Name]


Starting out in customer success can be a challenging but rewarding experience. By following these tips, you can build strong relationships with your customers, provide them with valuable support and ultimately help them achieve their goals. Good luck on your journey as a Junior CSM! 🤗

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