TEMPLATE | RECURRING SYNC 📆

edited December 2024 in Templates

Difficulty Level: Crawl

Time Investment: 10 minutes

Standardizing the way your team takes notes in their recurring sync will ensure that the correct information is being captured across CSMs and accounts. By doing this, everyone on your team can have a consistent picture of each client.

The template below will:

  • Provide CSMs with an at-a-glance view of their OKRs on an account level
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