The Fast-Track Formula: Playbooks for Powering Up New Team Members
Episode 39 1:51 November 9, 2023
The Fast-Track Formula: Playbooks for Powering Up New Team Members

In this Episode

Remember, a great Playbook isn’t just a Checklist; it’s a launchpad to turn your rookies into seasoned pros in no time!

Transcription

Jason C. Whitehead:
Another area that I think people often miss that we didn’t talk about yet is having effective tools and playbooks in place also really makes it easier to get new csms up to speed quickly and to get people really performing their job well and you know many times when you have a new employee it’s easily 6 to 12 months for them to really be independent and moving forward and if you’re in a turnover situation that’s a problem where as you get these things baked in and you’re just tweaking them it makes it very easy for someone who’s new to your organization Junior in their career whatever it may be to get started and build up some quick confidence that they can do this and and be satisfied with the job and then they continue to grow mature in their role as they go but but I it really does cut down on the time for Effective onboarding getting customer employee up to speed as well as um changes how you need to on board and train your employee and having it right there and interactive and functional for them in a usable userfriendly format really um reduces a lot of cost and waste on that end too

Prithwi Dasgupta:
You know the learning applies even to a change of account scenario yeah

Jason C. Whitehead:
And I think the account changes um their entitlement changes over time as they up and down their service level and they’re spend with you but also most employees uh you know they want to grow in their career and they want to move into different areas so if they’ve been in one place for a while as they move into a new role or maybe they’re going from managing your lower tier accounts to your higher tier accounts it helps them be more confident and really um quickly get up to speed and in internal shifts as well too.

Prithwi Dasgupta:
Right right absolutely

Modern, Intelligent
Customer Success Platform

Deliver Customer Outcomes at Scale

Book a Demo

Our Guests

Jason C. Whitehead

Meet the Host

Prithwi Dasgupta

Co-founder, SmartKarrot

Join Prithwi Dasgupta in his pursuit of Customer Success for All as he tracks the paths of trailblazers and unlocks founder insights. The Customer Success Intelligence Podcast is meant to spark conversation and ignite the CS community.

Follow along and share your thoughts.

Don't miss an episode!

Get notified of new episodes of The Customer Success Intelligence Podcast


    If you're customer-
    obsessed, let's talk.

    Recent Episodes (56 Episodes)


    GUESTS

    Guy Galon

    Customer Success Executive, Author and Advisor

    Episode 56

    1:20

    February 29, 2024

    GUESTS

    Jolyn Isabelo

    Head of Onboarding & Scaled Success APAC

    Episode 55

    1:29

    February 23, 2024

    GUESTS

    Nainesh Poojary

    Head of Customer Success - APAC

    Episode 54

    3:50

    February 22, 2024

    GUESTS

    Shivani Chaturvedi

    GUESTS

    Shivani Chaturvedi

    GUESTS

    Sunil Mehta

    Managing Director

    Resources & Insights

    Intelligent Customer Success Podcast Intelligent Customer Success Podcast
    NEW MICRO-PODCAST!

    Customer Success Intelligence Podcast

    In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

    Customer Success Blog

    Articles & Blog

    Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

    Customer Success Survey

    Customer Success Surveys

    We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

    Take SmartKarrot for a spin

    See how SmartKarrot can help you deliver
    winning customer outcomes at scale.

    Book a Demo