Set accurate targets for your Client Success Managers (and watch them win)!

Are your CSMs doing the right activities, right now, that will lead to the results you need to see? Get our free, downloadable sales scorecard template specifically for
Client Success Managers.

Ambition_icons-07 (1)

Easy Instructions

After downloading, you'll see a quick overview with simple instructions for using the scorecard and customizing it for your hold team.

Activity Scorecard

Identify the daily activities that you want your reps to perform and track, then decide how heavily you'd like to weight each activity. Our built-in formulas will calculate a daily score. 

Objective Scorecard

Daily activities lead to monthly outputs. Identify and weight these metrics. Every month, your CSMs will work toward earning 100% on their Objective Scorecard.