For CSMs
Guide for Customer Success Managers — daily workflow, Customer 360, playbooks, renewals, and Alfred.
This is the guide you open on your first day as a CSM in LealUp. It's organized by what you need right now (your daily workflow) and goes deeper from there (how each concept works).
Start here
Daily workflow
What to check every morning — the prioritized queue, risk signals, what to tackle first.
Customer 360
Navigate the customer record — timeline, health, contacts, custom fields.
Execution
Playbooks and tasks
Run the playbook that triggered, complete tasks, skip with justification.
Renewals and expansion
Renewal pipeline, expansion signals, handoff with sales.
Tools
Alfred — AI assistant
What Alfred can do, how to query it, cases where it saves you 30 minutes a day.
New to LealUp?
If you haven't done initial setup yet, head to Quick start. Your admin can handle the first 5 steps while you already start using Customer 360.