Role-based Hubs

Inspiration for personal and shared CSM & AM Hubs


The following Workshop videos highlight different personal and shared Hubs our CSMs and Account Managers have created to increase their productivity within the tool. There is no right or wrong way to structure your hub, but you can pull from these for inspiration on building your own.

Use Case Overview

The three videos below cover distinct use cases for our team:

  1. Building a Personal Hub for Strategic Customer Success

  2. Building a Personal Hub for Mid-Market Customer Success

  3. Building an Account Management Hub

Strategic Customer Success Hub

Mid-Market Customer Success Hub

Account Management Hub

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