Playbook 8: CSM to increase adoption and retention by multi-threading others

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Step 1 - Email (manual)
Subject: Welcome to {account}, {}!

Hey Heather,

Congrats on joining {account}! I'm Victoria, the CSM at ACME responsible for {account}'s success (liaising with Sally and Bob). Currently, we're working on [goals discussed during QBR]. Would love to loop you in given your prior (hopefully good!) experience at {}.

I've included the rundown about us below. Happy to get together to share what we've been up to, where we're at, and where we're headed.