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Housekeeping

  • Links in the Chat:
    • Slides & Resources
    • Breakout Session Notes
    • Slack Community
    • LinkedIn Group
  • Session Format:
    • 10 Minutes Intro
    • 10 Minutes Topic Intro
    • 20 Minutes Breakout
    • 20 Minutes Group Discussion

The session will be recorded�

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Continuous Learning & Insights

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Optimizing Notion

For Your CS Program

Co-led by Monica Perez, Jay Sanchez & Jan Young

June 4, 2024

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Your CS Program: What To Build in Notion & Why

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What do you want to build?

  • Customer Facing Success Plans & Internal Account Plans
  • Support & Feature Requests
  • Onboarding Project Plan
  • Team 1:1s & Feedback
  • Personal Performance
  • Track Renewals

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How to Prioritize?

  • Impact on Renewals
  • Company North Star Metric
  • Impact on Company Revenue
  • Biggest Mess & Impact / Lowest Effort

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Notion: Building Blocks

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Databases

  • Highly customizable with guardrails
    • Nested, columns, connected
    • Limited fonts types & sizes

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Integrations

  • Connects your data for automation
    • Google Drive, Figma, Miro, Typeform, Loom, ZenDesk, Slack, Amplitude, Evernote, Microsoft 365, Trello, ClickUp, Monday…

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Shareable or Private

  • Share data or pages searchable public, limited public, private

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Example: CS Dashboard & Template

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Breakout Session Questions

Lightning Round of Intros - 20 seconds each

  • Name
  • Current/ Most Recent Role & Company
  • Status: Job Seeker, First 6 months, 6+ months

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Breakout Questions

  1. What have you used Notion or a similar tool to do?
  2. What is one simple thing you could build in Notion or a similar tool to help you organize a task or project?

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Resources

Videos

CxXchange Slack Workspace

  • #awesome-tools channel

Template Links

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