Individualized CSM Support Sites

Solving for the issues of clients not knowing who their dedicated Client Success Manager was or how to get in touch with them, I created individualized CSM Support Sites that had:

Their CSM's contact information and Calendly link
Shortcuts to commonly requested forms
Links to resources to for training no matter where the client was in their journey with Ylopo
Access to passed trainings and media
Registration links to upcoming webinars

Google Sites

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