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Sandata sign up form, and Cin7 templates. Some progress on G2, but need to finish it.

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Norm Rasmussen
2024-05-20 16:55:19 -04:00
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# Notes on Offiste + Pulse 2024
## Offsite
*CSM/Project Manager Role*
* Example from CS CSM:
* GS: "We just had a meeting and showed them the risk management framework! They will start using it."
* 2 months later
* Client: "Yeah we never implemented it."
* CS is facing similarity to other products trying to self-serve.
## Future of CS
* Most popular selection was 1 CSM and 1 CSSC
What do we know works?
* Missed that slide
We need to decouple CS from the other Emerging Products. Right now, CS is the focal point and "leader" for the multi-product customer. How can we change that so the appropriate product is the leader?
Scorecards for CE Data. Community first-pass MVP Example:
* Number of contacts that have registered for Community
* Number of Questions or Articles they have generated
* Number of Product Ideas that they are submitting on behalf of that client.