Course curriculum

    1. Your 1st day in the CSM team

    1. 01. Platform 101

    2. 02. How many emails an AI Agent sends?

    3. 03. What is the difference between Warm Up and Ramp Up?

    4. 04. How does the email follow up sequence work?

    5. 05. Compliance

    6. 06. How long do AI Agents take to send out emails after launch?

    7. 07. Platform technical issues during client call

    8. 08. Questions I don-t know the answer

    9. 09. Uncomfortable discussions with the client

    10. 10. How do I prepare for a call?

    11. 11. How do I break the ice at the beginning of the call?

    12. 12. How to answer where are we from?

    13. 13. How long does it take to get results?

    14. 14. What is the ideal size of leads each AI Agent should have?

    15. 15. What does it mean Process Haulted?

    16. 16. How does an AI Agent write my email?

    17. 17. How many calendars can I link?

    18. 18. As a Client, can I add more attendees to the meetings booked by the AI Agents?

    19. 19. Analytics

    20. 20. High deliverability rate

    21. 21. How many people can connect to the dashboard?

    22. 22. Video feature explained

    23. 23. Landing page explained

    24. 24.How Zoho and HubSpot integrations work?

    1. Call Preparation and Management

    2. Kick-off call examples

    3. Kick-off call Deck

    4. Presenting the Kick Off Deck (1/2)

    5. Presenting the Kick Off Deck (2/2)

    6. AI Agent setup

    7. New Engagement Model explanation

    8. Lift Off Call

    9. General CSM Tips for HubSpot

    10. Tips for increasing audience size

    11. For companies that have not done email marketing before

    12. Explaining Draw Functionality and New Changes in Agent View

    13. How to send test emails

    14. Please click for the loom video

    15. Excel for Emails

    16. Resolve client issues in less interactions (SOP)

    17. Troubleshooting - clients can't place orders

    18. Setup new whitelabel client

    19. How to handle Implementation Calls

    1. Welcome to HubSpot: Your First Login Guide

    2. How to Update Your Profile & Preferences

    3. How to Search, Attach, and Create a Contact

    4. How to Create a One-time Task

    5. How to Create Your Own Task Queue

    6. How to Edit, Delete, and Mark Your Task as Complete

    7. How to View and Manage Your Accounts (Deals)

    8. How to Create a Dev Ticket (Deals)

    9. How to Create an Escalation Ticket (1 Ticket per issue)

    10. How to View Your Tickets

    11. How to Edit and Change the Status of Your Ticket

    12. How to Create and Use #Snippets

    13. How to Log a Meeting

    14. How to Create a Meeting

    15. How to Add, Organize, and Edit Your Properties (including CSM Key Properties)

    16. How to View a Property's History

    17. Best Practices for Notes and Tickets

    1. Email Personalization

    2. Advanced Engagement Model

    1. Introduction to Intercom Inbox - part 1

    2. Introduction to Intercom Inbox - part 2

    3. Introduction to Intercom Inbox - part 3

    4. Introduction to Intercom Inbox - part 4

    5. Introduction to Intercom - your profile and status

    6. Introduction to Intercom - Contacts

    7. Introduction to Intercom - Content it provides to contacts (Help Center articles, Onboarding series...)

    8. Best Practice 1

    9. Intercom on Duty

About this course

  • Free
  • 74 lessons
  • 4.5 hours of video content

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