SmartKarrot

OCTOBER 3, 2023

The playbook serves as a tool for standardizing procedures, ensuring consistent service quality, and fostering customer relationships that lead to business growth. Customer Onboarding The customer onboarding process sets the tone for the entire customer journey. Involve customers to participate in the playbook as needed.

Customer Success 19

Customer Success Management Account Growth Stakeholders 19

SmartKarrot

NOVEMBER 17, 2022

Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Work closely with Growth management to align on strategies, renewal forecasting, coverage plans, and account opportunities (i.e., Reduce churn and drive new business growth. opportunities and risks).

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Oversee the implementation and documentation of best practices across the K1 portfolio to drive impact more broadly across the portfolio. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3