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Braintrust Internal Docs

Customer Success Manager Workflow

As a Customer Success Manager, you own the relationship with a school or district from the moment they sign on. Your day-to-day changes depending on where an engagement is in its lifecycle, starting up, running smoothly, or wrapping up, plus you handle school-level data and general platform support along the way.

Read the flow below start to finish once, then come back to any step when you need the detail.

The Flow

  1. Starting a New Engagement - creating the school and program, and getting everything ready to launch.
  2. During an Engagement - keeping things running and stepping in when something needs attention.
  3. Wrapping Up an Engagement - closing things out cleanly as the end date approaches.

More will be added here as we work through the rest of the Product Hub and the School Flow doc.