Engagement Evaluation Best Practices for Customer Success Management

Learn how to evaluate your work as a CSM—and customer engagement overall—to determine what went well and what didn’t, as well as how to use this to improve future performance.

1. The Engagement Evaluation Process

• Overview
• The importance of engagement evaluation, part one
• The importance of engagement evaluation, part two
• The executive business review (EBR)
• Executive business review best practice
• The customer success roadmap