CS Leader

Your CS team, a portfolio you can read.

Prepare team reviews from journeys, overdue steps and Outcomes. See where the team can help the customer move forward.

Open to a small number of companies.

Find the journeys that need your attention.

The journey view brings together its health, deadline and overdue steps. Get the customer context before deciding on the next action with the CSM.

Support your team on the work that matters.

Each step has owners, a priority and a deadline. Work sessions show the time planned and the time spent. Use these facts to prepare the review and agree on the next work with your team.

Discuss Outcomes, with their targets and progress.

Customer Outcomes describe the results the customer expects. Internal Outcomes stay within the team. Compare the entered values and targets to ground the portfolio discussion. An Internal Outcome can also have a person or group as its owner.

What you use

Journeys

The context for each customer.

Business Outcomes

Expected results and their targets.

Insights

Views that support your review.

Working with Sekential

The CS Leader’s role

The CSM leads the journey. The CS Leader prepares reviews, helps the team address pending work and keeps Outcomes central to the discussion.

Portfolio signals

Journey health, deadlines, overdue steps and Outcome progress are product information. They give the review a shared basis for deciding what comes next.

Internal information

Internal Outcomes and internal threads stay within the team. The portal shows information intended for the customer, subject to access rights.

Make the CS review a starting point for action.

Join for free

Open to a small number of companies.