Before you start: open the call you want to analyse and run Ask Jiminny on it.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review this Customer Success call and coach the CSM on how they handled it.
Structure the output as:
What the CSM did well, with a quoted moment and timestamp for each point
Where they missed something â a question not asked, a concern left hanging, a signal not followed up
How well they understood the customer's situation and priorities going in
One thing to try on the next call with this account, phrased as they could say it
Finish with an overall read on the call and the single skill most worth working on
Ground every judgement in what was actually said on this call and quote it with a timestamp. Do not rate anything the transcript cannot show, and do not invent action items, owners or session dates the call did not cover. Where the call gives nothing for a section, say so rather than rating it.