Plan Stage CSM Deck Updates : Quarterly
Introduction
This issue serves as a reminder to update the lunch and learn deck created for Customer Success Managers for Enteprise Agile Planning use cases on a quarterly basis.
Updates to this template can be made here
✅ Tasks
Product Management:
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Review the features released in the last quarter - Link -
Determine which slides in the lunch and learn deck need to be updated - Link -
Determine if the video walkthrough needs to be re-recorded - Link -
Ping CSM counterparts when updates are completed - @marygracewajda @rachel_fuerst
CSM:
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Update the deck based on updated branding if applicable - Link -
Determine if additional content is needed based on feedback from other field team members -
Review updates from PM
Edited by Melissa Ushakov