Before you start: open Ask Jiminny Panorama and filter to your CS team's customer calls over the period you want to review.
Copy the text below and paste it into Ask Jiminny âŹď¸
Create a performance summary across these Customer Success calls.
Structure the output as:
A short summary of how the team handled these accounts as a group
A table with one row per CSM: what they do well, what to improve, and an example call for each
The three habits that most affect how customers respond, ordered by impact
Finish with the one change that would lift the team's performance fastest
Base every point on what was actually said and name the calls you drew it from. Only call something a pattern if it appears in more than one call, and judge a CSM on how the customer responded rather than on how polished they sounded. Where the calls do not evidence a point, leave it out and say why.