CSM leaders, you need to shield your team from foreign tasks. It does not matter where these requests are coming from. From your peers in other departments or your leadership. Saying yes to everything might help you to avoid difficult conversations. But it will backfire in the not-so-distant future. Here’s how things are going to play out: Your CSMs each spend 10+ hours per week on - chasing open invoices - running product demos - handling support tickets - … that they can’t spend on core CSM tasks like customer education and training. At a time when customer expectations have never been higher. As a consequence, customers are not receiving the help they require and eventually churn. Churn that could have easily been avoided. When you are requested to answer to your leadership what do you think will happen? A) They are understanding and praise you for your kindness B) They don’t care about your excuses (and start looking for your replacement) Ok, but how can you say no without pissing people off? By explaining these negative consequences on the company’s revenue. Revenue is the “language” your leadership understands. PS: Join 7.1k+ CS professionals and sign up for my weekly newsletter if you like this post --> https://lnkd.in/dtC7MEjP
Shielding CSMs from non-core tasks ensures they can focus on what matters most: customer education and training. Your approach to highlighting the impact on revenue is spot-on.
Strategy & Corp. Finance Executive | Helping impact-driven businesses scale up | Fractional CFO to startups and SMBs. Certified Scaling Up Coach.
2wProtecting CSM core responsibilities directly impacts revenue and customer success. Have we forgotten our primary mission?