CSE Assigned: Tools & Resources

Tools and resources CSEs use to operate the CSE Assigned motion.

Everything you need to operate as a CSE Assigned.

Gainsight: health assessments in the Timeline. CTAs for follow-up work. Do not create a CTA for every health assessment; the assessment lives in Timeline.
Salesforce: “Scale CSE” field on Account and Opportunity shows the assigned CSE. Primary source for assignment visibility across the team.
Slack #ask-cse-coverage: questions, coverage gaps, and edge cases. Post here before escalating elsewhere.
Customer Intro Email Template: used by AEs and RMs to introduce the CSE to assigned accounts.
CSE Operating Rhythm - engagement request process: how to request a CSE engagement or open a case for an assigned account.
Internal Briefing slide deck: to present the motion to internal teams or individual team members.
Customer Facing slide deck: to support your intro meetings with customers.