Setting up with a Customer Success Manager
Audience: HR
If you have a dedicated Customer Success Manager (CSM), we’ll work with you to get your team set up quickly and efficiently.
What to expect
Section titled “What to expect”Your CSM will guide you through the following steps:
- Initial consultation: We’ll start with a call to understand your goals and answer any questions you have.
- User setup: To make onboarding seamless, you can provide us with a list of your team members, and we’ll handle the bulk user import for you. We’ll provide you with a template to ensure we have all the necessary information.
- Workspace configuration: We’ll help you configure your workspace settings, including the anonymity threshold and any custom company information.
- Launch support: Your CSM will help you plan and schedule your first pulse, and provide you with communication templates to announce it to your team.
To get started, please reach out to your dedicated CSM. If you’re unsure who your CSM is, please contact us at support@hoogly.com.