AMER CSMs
View the CSM Handbook homepage for additional CSM-related handbook pages.
Overview
CSMs aligned with AMER customers can use this handbook page to help define their processes and approaches that are unique to their segment. CSMs may have both Enterprise and Commercial accounts as defined by Sales segments.
Customer Lifecycle Journey:
CSM Activities
Align & Onboard
Transitioning an account to a CSM during the pre-sales cycle helps the CSM set expectations early in the relationship and ensures a seamless experience as the prospect becomes a customer and enters onboarding. Aligning on a Success Plan and onboarding is critical to getting a customer started on a successful journey with GitLab. This is our opportunity to ensure the customer achieves value and success from the start of their GitLab usage. It also sets expectations on joint goals and the collaboration between the customer and GitLab.