CSM Engagements
Onboarding
Training
Premier
100

A CSR has a frustrated Premier user that needs to be escalated.

What is send it to the assigned CSM?

100

The number of calls in Deluxe Onboarding.

What is 8 calls?

100
The suites that have access to webinars.

Who are all suites?

100

The number of hours of paid training available for Premier camps per year.

What is 4 hours?

200

A Classic camp is requesting to have Fundraising turned on.

What is handled by a Round Robin CSM?

200

The CM staff processing imports.

Who are ISMs?

200

The suite that has unlimited New Director Starter Series seats.

Who is the Premier suite?

200

Premier priority for in-person engagements.

What is the first priority?

300

These suites receive the quarterly Success Newsletter.

Who are all suites?

300

Deluxe camp is asking to import their alumni again 2 years after onboarding.

What is a paid Concierge Service?

300

These are the camps that have access to BrainStorm.

Who are Premier camps?

300

The changes to Pro Suite engagements with the introduction of the Premier Suite.

What is nothing?

400

The 5 groups/ways that cases can be assigned to the CSM Queue.

What is the csm@ email, other CSMs, CSRs, Sales, and Accounting?

400

Deluxe needs to be onboarded to Campanion.

What is handled by a Round Robin CSM?

400

The first offerings by a Round Robin CSM to a new director of a Classic camp.

What are webinars, the New Director Starter Series, and Success/Help Center articles?

400

The Concierge Service for Premier camps that helps them set up their Communication Hub.

What is the Communication Consultation?

500

The weekly CSM engagement capacity we are working towards

What is 12 engagements?

500

The 3 groups that may assist with Launch Day Prep.

Who are CSRs, CSMs, and ISMs?

500

The hourly cost of additional paid training.

What is $150?

500

The percentage of Premier Features that need to be utilized to hit our Key Result.

What is 75%?

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