CSMs: Stop Guessing And Start Running This System
Does your week feel like constant firefighting and surprise renewal scares?
Many CSMs think they have a prioritization problem, but the real blocker is something far simpler: too many tools, no clear system.
One tab for notes.
One for the CRM.
One for tasks.
Your actual work gets buried in the noise.
And when your CRM is not built for Customer Success, the confusion hits harder: scattered notes, unclear deadlines, nothing telling you what matters next.
The reality is that your output improves the moment your workspace gets smaller, not bigger.
If you often feel behind, unfocused, or unsure where to start each day, the issue is not effort. It is that your workflow has no spine.
In today’s Premium breakdown, I share the exact structure I use to fix this fast, the same one I give to directors, senior CSMs, and CSAMs handling eight figure books.
It is low drama, repeatable, and works even if your CRM is a mess.
Below is the concrete system that takes you from ‘what should I do today?’ to ‘I already know my top 3 priorities’ in under 5 minutes every morning.
If you manage 20 to 80 accounts and live inside Google Calendar and Gmail, this is built for you.
Join other top CS professionals who use these systems every week, upgrade here.
Premium members get systems like this every week, ready to copy/paste, and use tomorrow. No theory, no filler, just frameworks that protect your time and your book.
Includes: The “CS Daily Command Center” Excel template (Daily Board + Weekly Rhythm + 3 Non-Negotiables Tracker) you can use immediately.
“Hakan’s newsletter provides tactical examples and resources that can be adopted, rather than just listing buzzwords.”
— Carissa Jaji, Senior Director Client Success, Ontheside
“The CS Café Newsletter is the ultimate resource for all things Customer Success. Always current and actionable.”
– Kevin Herrholtz, VP Client Success, AddShoppers
🔏The Simple 7-Step CS Workflow System That Cuts Your Stress in Half
Here’s my full breakdown that lets you stay in control even when your tools are not built for CS.
Let us get straight to it.