CSM Accomplishment Tracker

The Customer Success Accomplishment Tracker + Practitioner Guide gives CSMs a simple, structured way to capture their work, connect it to business impact, and confidently articulate their value to leadership.

This resource is designed to help you move beyond task lists and activity tracking, and instead document the initiatives, decisions, and outcomes that actually matter to the business, revenue protected, risk reduced, efficiency gained, and customer outcomes improved.

What this includes:

• Customer Success Accomplishment Tracker
  A practical, easy-to-use tracker to log projects, contributions, scope, and measurable business impact in real time.

• Step-by-Step Practitioner Guide
  Clear guidance on why this matters, what to track, and how to write strong impact statements leaders actually care about.

Inside the guide, you’ll learn:

• Why accomplishment tracking is critical for performance reviews, promotions, and career growth

• What types of work CSMs should be documenting (and what to leave out)

• How to clearly connect your contributions to revenue, retention, risk, and efficiency

• How to use before-and-after storytelling to make your impact visible and concrete

• How to leverage the tracker in 1:1s, quarterly reviews, and promotion conversations

Whether you’re an individual contributor looking to advance your career or a leader who wants better visibility into team impact, this resource creates a shared language around value, ownership, and outcomes.

Because being busy isn’t the goal. Driving impact, and being able to prove it, is.