5 Things to Consider When Building a Scaled CS Motion

Courtney Graham's Scaled CS Framework

Most scaled CS programs feel like a downgrade. Courtney Graham, who leads scaled CS at Clio, one of the world's leading legal tech companies, built one that doesn't.

In this one pager, she shares the five principles behind a scaled motion that's personalised, proactive, and reliably gets customers to value, covering everything from how to segment your customer base effectively, to designing the right triggers, to knowing exactly when a CSM should step in.

Whether you're building a scaled motion from scratch or pressure-testing an existing one, this framework will help you stop treating scale as a compromise and start using it as a competitive advantage.

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