Before you start: open Ask Jiminny Panorama and filter to a single CSM's customer calls over the period you want to review.
Copy the text below and paste it into Ask Jiminny âŹď¸
Analyse this CSM's calls and build a 30-day coaching plan around the behaviours that repeat across the set, not around one good or one difficult call.
Structure the output as:
A short summary of how they run their customer conversations today
Their top three strengths, each with an example from a named call
Their top three areas to improve, each with an example and why it matters to the account
Finish with a week-by-week plan: one focus per week, how to practise it on real customer calls, and what improvement would look like
Only call a behaviour a pattern if it appears in more than one call. Keep the plan achievable and phrase the feedback so a manager could read it aloud in a 1:1 without editing â and do not invent examples to fill a week.