Overview
Your dedicated Customer Success Manager (CSM) serves as your primary point of contact, working closely with your Administration team to ensure a seamless experience with Firstbase. From initial implementation to ongoing optimization, your CSM provides strategic guidance, platform updates, and proactive support to help maximize the value of your Firstbase services.
What to Expect from Your CSM
1. Onboarding & Go-Live Support
- Your CSM will work along side your implementation manager to guide your team through the transition to full go-live, ensuring smooth adoption.
2. Ongoing Performance Monitoring
- Regularly tracking key metrics and service performance to identify opportunities for improvement.
- Addressing any operational challenges and providing recommendations for optimization.
3. Proactive Planning & Strategy
- Helping you forecast upcoming needs, such as equipment supply planning and renewal discussions.
- Advising on policy updates and industry trends that may impact your service strategy.
Recommended Meeting Cadence
To maintain a strong partnership and stay ahead of evolving needs, we recommend a monthly meeting cadence with your CSM. However, meeting frequency can be adjusted based on your specific requirements.
Need Further Assistance?
If you have any questions or want to adjust your meeting schedule, reach out to your Customer Success Manager (CSM) directly. We’re here to support your success every step of the way.