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Intuit Partner CSM/IC Workshop 

Create your own prompt

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1 / Partner Meeting Briefing Prompt
Access additional resources from The Strategic Customer Success Manager

Access additional resources from The Strategic Customer Success Manager. With over 20 resources, here are just a few:

  • The Strategic CSM Client Transition Checklist

  • The Strategic CSM 90-Day Onboarding Plan: Company, Customers, Products 

  • The Strategic CSM 90-Day Onboarding Plan Cheat Sheet

  • The Client Risk Management Cheat Sheet

Access them here

Buy your copy of The Strategic Customer Success Manager today — available in paperback and ebook on Amazon.

In The Strategic Customer Success Manager, you will learn: 

  • How to quickly build trust with customers 

  • Proven techniques for mastering strategic conversations 

  • Strategies for aligning with cross-functional teams

  • A proven methodology for conducting impactful kickoffs, QBRs, and renewal and expansion conversations 

  • Practical strategies for identifying and handling at-risk accounts and preventing churn 

Looking to uplevel your customer success skills?

The Strategic Customer Success Manager

For any inquiries, please contact us:

© 2026 by Chad Horenfeldt

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