CSM 30-60-90 Day Plan

Set your CSMs up for success with a structured, proven onboarding plan!

This 30-60-90 Day CSM Template is a step-by-step roadmap designed to help new Customer Success Managers ramp up quickly, build strong customer relationships, master internal processes, and start delivering measurable impact—fast.

What’s Inside this PDF?

• Clear 30-60-90 day structure to guide CSMs from onboarding to full ownership
• Actionable tasks across key focus areas: People, Processes, Technology, and Customers
• Proven best practices for running onboarding, QBRs, renewals, and expansion conversations
• Milestones & success metrics to track progress and ensure accountability
• Customizable framework that adapts to your company’s CS strategy

Who is This For?

✔️ CS leaders looking to streamline onboarding and accelerate CSM productivity
✔️ New CSMs who want a structured, stress-free way to ramp up and drive impact
✔️ Growing CS teams that need a scalable playbook for onboarding success

Why You Need This

• Faster CSM Ramp Time – Get new hires productive and customer-ready in weeks, not months
• Stronger Customer Relationships – Build trust and drive value from Day 1
• Improved Retention & Expansion – Ensure CSMs proactively identify risks and growth opportunities
• Scalable & Repeatable Success – Standardize onboarding with a clear, strategic approach

Ready to empower your CSMs with a structured plan for success? Get your template today!