Kooth Basics
Are you ready Totango?
Navigation
CSM Basics
Consulting and Presenting
100

What state did Kooth start in?

PA

100

What is the My Profile section?

The overview of your accounts, notifications and tasks. Daily start and end point.

100

What is the drive path for the peer evaluation form for practice presentations?

US Customer > Internal > Onboarding > Onboarding Materials > Additional Materials 

100

Blocking your calendar is a form of...?

Time Management or Organization

100

What types of questions should we be asking customers?

Intent-based, open-ended questions

200

Name an example of an engagement activity?

  • Student workshops

  • Parent webinars

  • Live forums 

  • Conferences 

  • BOE meetings

  • Student Ambassador Programs

  • ETC.

200

What is a segment?

A highly flexible query engine that drives analysis, process, health, and focus throughout Totango.

200

Where are the Totango Guidelines?

Shared Drives > *US Customer >  Internal-Facing Materials and Resources > 04. Training & Professional Learning > Ongoing Team Training > 03. Totango  

OR Slack > #us_cs_team_business >Totango

OR in Totango > Help > Kooth - Totango Guidelines

200

Who is the CS contact for marketing questions?

Jivan Muradian, Lead Marketing Coordinator (CS Team)

200

What is it called when we observe how the stakeholders are reacting to the presentation?

Reading the room

300

What states are we currently in (2023-2024)?

PA

CA

IL (new in 2024)

300

What is a touchpoint?

They are logged engagements with your customers (i.e., in-person meeting, phone call).

300

What is the Slack Channel to talk to the Product team?

soluna-omega-releases

or

soluna-omega-feedback-questions

300

Who is the CS contact for team research questions?

Cia Braune

300

What are the two key skills when consulting and presenting?

Flexibility and Adaptability
400

Who are the SUs?

Individuals/ youth who use our product

400

Do the clients have access to Totango to view health scores and tasks?

Not at this point in time.

400

Where is the CSM FAQ?

US Customer > Internal > Onboarding > CA Core Knowledge

or ca_cs-team_business

400

How can you confirm (using Google Suite) if someone is available to meet with you at a specific time?

Check the calendar and use the "Meet with..." function.

400

What is the first call called in the Customer Journey?

Outreach

500

What are the five steps in the Customer Journey?

1. Outreach

2. Discovery & Success Planning

3. Awareness

4. Adoption

5. Established

500

Can you assign tasks to others when running a SuccessPlay?

Yes!

500

Where do you find branded materials?

US Customer > Customer Facing > Templates and Resources

US Marketing > 03_CA > 2024 Launch Assets / 2024 Launch Kit. 

Websites - internal for ordering and external for stakeholders

500

What are the four pillars of CSM Responsibility?

1. Onboarding & Engagement Strategy

2. Relationship Management

3. Data Analysis & Reporting

4. Customer Feedback & Advocacy

500

Provide an example and resolution to a customer objection

Depending on the answer it should contain a note of why the client is saying no and follow LAER model (Listen, Acknowledge, Explore, and Respond).