The Customer Success Café Newsletter

The Customer Success Café Newsletter

Share this post

The Customer Success Café Newsletter
The Customer Success Café Newsletter
5 Steps to Earn Customer Trust When Transitioning Accounts

5 Steps to Earn Customer Trust When Transitioning Accounts

Hakan @ The CS Café Newsletter's avatar
Hakan @ The CS Café Newsletter
Mar 29, 2024
∙ Paid
1

Share this post

The Customer Success Café Newsletter
The Customer Success Café Newsletter
5 Steps to Earn Customer Trust When Transitioning Accounts
Share

Transitioning accounts from other CSMs is a common scenario.

The process is usually smooth when the account you take over is already doing well.

But it gets more complicated when there are urgent issues you have to tackle head-on.

Here's how you can step in and earn your new customer’s trust in 5 easy steps:

1. Do Your Homework

First things first.

Get to know…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Hakan Ozturk
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share